Spectrum Wealth Advisory Group, LLC QQQ Holdings History
Spectrum Wealth Advisory Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 29,020.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.61 Mil. This investment constitutes 6.53% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q1. And since then Spectrum Wealth Advisory Group, LLC has made 11 purchases of QQQ, at an average price of $259.19, for a total of 154,728.00 shares. In addition, there have been 13 sales at an average price of $351.34 for 125,708.00 shares. Based on historical transaction data and QQQ's current price of $561.91, Spectrum Wealth Advisory Group, LLC's estimated gain on his QQQ holdings is $20.37 Mil, reflecting a 50.79% gain to date.
Spectrum Wealth Advisory Group, LLC QQQ ($561.91) Holding Chart
Spectrum Wealth Advisory Group, LLC QQQ ($561.91) 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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