THEORY FINANCIAL LLC QQQM Holdings History
THEORY FINANCIAL LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 10,733.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $2.07 Mil. This investment constitutes 0.87% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q2. And since then THEORY FINANCIAL LLC has made 5 purchases of QQQM, at an average price of $153.06, for a total of 32,628.00 shares. In addition, there have been 3 sales at an average price of $205.85 for 21,895.00 shares. Based on historical transaction data and QQQM's current price of $227.07, THEORY FINANCIAL LLC's estimated gain on his QQQM holdings is $1.95 Mil, reflecting a 39.05% gain to date.
THEORY FINANCIAL LLC QQQM ($227.07) Holding Chart
THEORY FINANCIAL LLC QQQM ($227.07) 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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