Number of Shares
45,200.00
Current Holdings Value*
$6.87 Mil
% of Portfolio
6.59%
Total Estimate Gain
$4.66 Mil
% of Total Estimate Gain
84.77%

Wealth Enhancement & Preservation of GA, LLC's Invesco NASDAQ 100 ETF Holding Summary

As of 2023-06-30, Wealth Enhancement & Preservation of GA, LLC held 45,200.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $6.87 Mil. This investment constitutes 6.59% of their stock portfolio, and Wealth Enhancement & Preservation of GA, LLC now holds 0.06% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.

The initial trade took place in 2022Q3. And since then Wealth Enhancement & Preservation of GA, LLC has made 4 purchases of QQQM, at an average price of $121.67, for a total of 45,200.00 shares. Based on historical transaction data and QQQM's current price of $224.81, Wealth Enhancement & Preservation of GA, LLC's estimated gain on his QQQM holdings is $4.66 Mil, reflecting a 84.77% gain to date.

Wealth Enhancement & Preservation of GA, LLC QQQM ($224.81) Holding Chart

Wealth Enhancement & Preservation of GA, LLC QQQM ($224.81) 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 %

Top Ranked Articles

  • 1