Sound Financial Strategies Group, LLC QQEW Holdings History
Sound Financial Strategies Group, LLC's First Trust NASDAQ-100 Equal Weighted Index Fund Holding Summary
As of 2025-03-31, Sound Financial Strategies Group, LLC held 18,077.00 shares of First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW), totaling $2.19 Mil. This investment constitutes 1.95% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.13% of the outstanding First Trust NASDAQ-100 Equal Weighted Index Fund(QQEW) stock.
The initial trade took place in 2025Q1. And since then Sound Financial Strategies Group, LLC has made 1 purchases of QQEW, at an average price of $128.07, for a total of 18,077.00 shares. Based on historical transaction data and QQEW's current price of $137.04, Sound Financial Strategies Group, LLC's estimated gain on his QQEW holdings is $162,150.69, reflecting a 7.00% gain to date.
Sound Financial Strategies Group, LLC QQEW ($137.04) Holding Chart
Sound Financial Strategies Group, LLC QQEW ($137.04) 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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