Tobias Financial Advisors, Inc. QQQM Holdings History
Tobias Financial Advisors, Inc.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 161,094.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $31.09 Mil. This investment constitutes 6.04% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.07% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2022Q2. And since then Tobias Financial Advisors, Inc. has made 8 purchases of QQQM, at an average price of $135.61, for a total of 222,790.00 shares. In addition, there have been 4 sales at an average price of $118.25 for 61,696.00 shares. Based on historical transaction data and QQQM's current price of $231.25, Tobias Financial Advisors, Inc.'s estimated gain on his QQQM holdings is $14.34 Mil, reflecting a 47.46% gain to date.
Tobias Financial Advisors, Inc. QQQM ($231.25) Holding Chart
Tobias Financial Advisors, Inc. QQQM ($231.25) 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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