Safeguard Investment Advisory Group, LLC QQQ Holdings History
Safeguard Investment Advisory Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 89,851.00 shares of INVESCO QQQ Trust(QQQ), totaling $42.15 Mil. This investment constitutes 11.45% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 13 purchases of QQQ, at an average price of $320.68, for a total of 98,023.00 shares. In addition, there have been 3 sales at an average price of $349.54 for 8,172.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Safeguard Investment Advisory Group, LLC's estimated gain on his QQQ holdings is $21.85 Mil, reflecting a 69.51% gain to date.
Safeguard Investment Advisory Group, LLC QQQ ($561.25) Holding Chart
Safeguard Investment Advisory Group, LLC QQQ ($561.25) 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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