Serenus Wealth Advisors, LLC QQQ Holdings History
Serenus Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 102,140.00 shares of INVESCO QQQ Trust(QQQ), totaling $43.87 Mil. This investment constitutes 7.28% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q4. And since then Serenus Wealth Advisors, LLC has made 1 purchases of QQQ, at an average price of $506.20, for a total of 102,140.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Serenus Wealth Advisors, LLC's estimated gain on his QQQ holdings is $5.62 Mil, reflecting a 10.88% gain to date.
Serenus Wealth Advisors, LLC QQQ ($561.26) Holding Chart
Serenus Wealth Advisors, 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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