Number of Shares
83,145.00
Current Holdings Value*
$16.05 Mil
% of Portfolio
3.29%
Total Estimate Gain
$2.20 Mil
% of Total Estimate Gain
12.90%

United Advisor Group, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2025-03-31, United Advisor Group, LLC held 83,145.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $16.05 Mil. This investment constitutes 3.29% of their stock portfolio, and United Advisor Group, LLC now holds 0.04% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2024Q1. And since then United Advisor Group, LLC has made 5 purchases of QQQM, at an average price of $204.64, for a total of 83,145.00 shares. Based on historical transaction data and QQQM's current price of $231.05, United Advisor Group, LLC's estimated gain on his QQQM holdings is $2.20 Mil, reflecting a 12.90% gain to date.

United Advisor Group, LLC QQQM ($231.05) Holding Chart

United Advisor Group, LLC QQQM ($231.05) 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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