Number of Shares
7,397.00
Current Holdings Value*
$3.78 Mil
% of Portfolio
3.51%
Total Estimate Gain
$435,091.54
% of Total Estimate Gain
11.62%

Warm Springs Advisors Inc.'s INVESCO QQQ Trust Holding Summary

As of 2024-12-31, Warm Springs Advisors Inc. held 7,397.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.78 Mil. This investment constitutes 3.51% of their stock portfolio, and Warm Springs Advisors Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and QQQ's current price of $565.01, Warm Springs Advisors Inc.'s estimated gain on his QQQ holdings is $435,091.54, reflecting a 11.62% gain to date.

Warm Springs Advisors Inc. QQQ ($565.01) Holding Chart

Warm Springs Advisors Inc. QQQ ($565.01) 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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