Tandem Wealth Advisors LLC QQQ Holdings History
Tandem Wealth Advisors LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 17,323.00 shares of INVESCO QQQ Trust(QQQ), totaling $8.12 Mil. This investment constitutes 4.25% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $379.33 for 13,871.00 shares. Based on historical transaction data and QQQ's current price of $561.25, Tandem Wealth Advisors LLC's estimated gain on his QQQ holdings is $6.38 Mil, reflecting a 74.07% gain to date.
Tandem Wealth Advisors LLC QQQ ($561.25) Holding Chart
Tandem Wealth Advisors LLC QQQ ($561.25) 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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