Sulzberger Capital Advisors, Inc. QQQM Holdings History
Sulzberger Capital Advisors, Inc.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 14,357.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $2.77 Mil. This investment constitutes 3.64% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0.01% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $209.18 for 7,768.00 shares. Based on historical transaction data and QQQM's current price of $231.05, Sulzberger Capital Advisors, Inc.'s estimated gain on his QQQM holdings is $332,351.34, reflecting a 7.21% gain to date.
Sulzberger Capital Advisors, Inc. QQQM ($231.05) Holding Chart
Sulzberger Capital Advisors, Inc. QQQM ($231.05) 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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