WEALTH ADVISORS, INC. QQQ Holdings History

Number of Shares
41,269.00
Current Holdings Value*
$14.79 Mil
% of Portfolio
6.62%
Total Estimate Gain
$14.55 Mil
% of Total Estimate Gain
142.11%

WEALTH ADVISORS, INC.'s INVESCO QQQ Trust Holding Summary

As of 2023-09-30, WEALTH ADVISORS, INC. held 41,269.00 shares of INVESCO QQQ Trust(QQQ), totaling $14.79 Mil. This investment constitutes 6.62% of their stock portfolio, and WEALTH ADVISORS, INC. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q4. And since then WEALTH ADVISORS, INC. has made 8 purchases of QQQ, at an average price of $217.99, for a total of 46,980.00 shares. In addition, there have been 7 sales at an average price of $322.02 for 5,711.00 shares. Based on historical transaction data and QQQ's current price of $556.25, WEALTH ADVISORS, INC.'s estimated gain on his QQQ holdings is $14.55 Mil, reflecting a 142.11% gain to date.

WEALTH ADVISORS, INC. QQQ ($556.25) Holding Chart

WEALTH ADVISORS, INC. QQQ ($556.25) 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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