Safe Harbor Fiduciary, LLC QQQ Holdings History
Safe Harbor Fiduciary, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Safe Harbor Fiduciary, LLC held 10,581.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.96 Mil. This investment constitutes 5.13% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q3. And since then Safe Harbor Fiduciary, LLC has made 1 purchases of QQQ, at an average price of $504.88, for a total of 10,634.00 shares. In addition, there have been 1 sales at an average price of $506.19 for 53.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Safe Harbor Fiduciary, LLC's estimated gain on his QQQ holdings is $596,603.07, reflecting a 11.11% gain to date.
Safe Harbor Fiduciary, LLC QQQ ($561.26) Holding Chart
Safe Harbor Fiduciary, LLC QQQ ($561.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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