Number of Shares
24,437.00
Current Holdings Value*
$13.48 Mil
% of Portfolio
4.48%
Total Estimate Gain
$6.45 Mil
% of Total Estimate Gain
77.29%

Vishria Bird Financial Group, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Vishria Bird Financial Group, LLC held 24,437.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.48 Mil. This investment constitutes 4.48% of their stock portfolio, and Vishria Bird Financial Group, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q4. And since then Vishria Bird Financial Group, LLC has made 4 purchases of QQQ, at an average price of $305.75, for a total of 27,313.00 shares. In addition, there have been 11 sales at an average price of $378.87 for 2,876.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Vishria Bird Financial Group, LLC's estimated gain on his QQQ holdings is $6.45 Mil, reflecting a 77.29% gain to date.

Vishria Bird Financial Group, LLC QQQ ($561.26) Holding Chart

Vishria Bird Financial Group, LLC QQQ ($561.26) 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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