Number of Shares
167,725.00
Current Holdings Value*
$7.96 Mil
% of Portfolio
1.43%
Total Estimate Gain
$292,789.72
% of Total Estimate Gain
3.41%

Tyler-Stone Wealth Management's NEOS Nasdaq 100 High Income ETF Holding Summary

As of 2025-03-31, Tyler-Stone Wealth Management held 167,725.00 shares of NEOS Nasdaq 100 High Income ETF(QQQI), totaling $7.96 Mil. This investment constitutes 1.43% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.58% of the outstanding NEOS Nasdaq 100 High Income ETF(QQQI) stock.

The initial trade took place in 2024Q3. And since then Tyler-Stone Wealth Management has made 3 purchases of QQQI, at an average price of $51.16, for a total of 167,725.00 shares. Based on historical transaction data and QQQI's current price of $52.91, Tyler-Stone Wealth Management's estimated gain on his QQQI holdings is $292,789.72, reflecting a 3.41% gain to date.

Tyler-Stone Wealth Management QQQI ($52.91) Holding Chart

Tyler-Stone Wealth Management QQQI ($52.91) 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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