Sightline Wealth Advisors, LLC QQQ Holdings History
Sightline Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Sightline Wealth Advisors, LLC held 11,189.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.25 Mil. This investment constitutes 2.77% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 10 purchases of QQQ, at an average price of $361.34, for a total of 17,739.00 shares. In addition, there have been 7 sales at an average price of $355.21 for 6,550.00 shares. Based on historical transaction data and QQQ's current price of $548.09, Sightline Wealth Advisors, LLC's estimated gain on his QQQ holdings is $2.05 Mil, reflecting a 31.97% gain to date.
Sightline Wealth Advisors, LLC QQQ ($548.09) Holding Chart
Sightline Wealth Advisors, LLC QQQ ($548.09) 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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