Number of Shares
77,871.00
Current Holdings Value*
$42.96 Mil
% of Portfolio
1.06%
Total Estimate Gain
$21.34 Mil
% of Total Estimate Gain
31.67%

TD PRIVATE CLIENT WEALTH LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, TD PRIVATE CLIENT WEALTH LLC held 77,871.00 shares of INVESCO QQQ Trust(QQQ), totaling $42.96 Mil. This investment constitutes 1.06% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 15 purchases of QQQ, at an average price of $403.08, for a total of 167,167.00 shares. In addition, there have been 3 sales at an average price of $504.11 for 89,296.00 shares. Based on historical transaction data and QQQ's current price of $561.26, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his QQQ holdings is $21.34 Mil, reflecting a 31.67% gain to date.

TD PRIVATE CLIENT WEALTH LLC QQQ ($561.26) Holding Chart

TD PRIVATE CLIENT WEALTH 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 %

Top Ranked Articles

  • 1