Number of Shares
14,046.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
2.93%
Total Estimate Gain
$5.41 Mil
% of Total Estimate Gain
34.15%

Silicon Hills Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2023-06-30, Silicon Hills Wealth Management, LLC held 14,046.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.19 Mil. This investment constitutes 2.93% of their stock portfolio, and Silicon Hills Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q4. And since then Silicon Hills Wealth Management, LLC has made 3 purchases of QQQ, at an average price of $282.99, for a total of 56,005.00 shares. In addition, there have been 10 sales at an average price of $321.91 for 41,959.00 shares. Based on historical transaction data and QQQ's current price of $552.03, Silicon Hills Wealth Management, LLC's estimated gain on his QQQ holdings is $5.41 Mil, reflecting a 34.15% gain to date.

Silicon Hills Wealth Management, LLC QQQ ($552.03) Holding Chart

Silicon Hills Wealth Management, LLC QQQ ($552.03) 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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