Tandem Financial, LLC QQQ Holdings History
Number of Shares
8,225.00
Current Holdings Value*
$3.86 Mil
% of Portfolio
4.18%
Total Estimate Gain
$468,266.64
% of Total Estimate Gain
11.25%
Tandem Financial, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Tandem Financial, LLC held 8,225.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.86 Mil. This investment constitutes 4.18% of their stock portfolio, and Tandem Financial, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q4. And since then Tandem Financial, LLC has made 1 purchases of QQQ, at an average price of $506.22, for a total of 8,225.00 shares. Based on historical transaction data and QQQ's current price of $563.15, Tandem Financial, LLC's estimated gain on his QQQ holdings is $468,266.64, reflecting a 11.25% gain to date.
Tandem Financial, LLC QQQ ($563.15) Holding Chart
Tandem Financial, LLC QQQ ($563.15) 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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