Number of Shares
8,432.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
2.96%
Total Estimate Gain
$997,106.11
% of Total Estimate Gain
11.32%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 8,432.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.95 Mil. This investment constitutes 2.96% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q4. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 7 purchases of QQQ, at an average price of $389.93, for a total of 22,595.00 shares. In addition, there have been 4 sales at an average price of $362.58 for 14,163.00 shares. Based on historical transaction data and QQQ's current price of $554.13, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his QQQ holdings is $997,106.11, reflecting a 11.32% gain to date.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC QQQ ($554.13) Holding Chart

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC QQQ ($554.13) 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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