Number of Shares
97,942.00
Current Holdings Value*
$45.93 Mil
% of Portfolio
22.45%
Total Estimate Gain
$19.11 Mil
% of Total Estimate Gain
52.69%

Socha Financial Group, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Socha Financial Group, LLC held 97,942.00 shares of INVESCO QQQ Trust(QQQ), totaling $45.93 Mil. This investment constitutes 22.45% of their stock portfolio, and Socha Financial Group, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q4. And since then Socha Financial Group, LLC has made 12 purchases of QQQ, at an average price of $366.31, for a total of 99,005.00 shares. In addition, there have been 1 sales at an average price of $379.61 for 1,063.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Socha Financial Group, LLC's estimated gain on his QQQ holdings is $19.11 Mil, reflecting a 52.69% gain to date.

Socha Financial Group, LLC QQQ ($561.26) Holding Chart

Socha Financial Group, 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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