WealthTrust Asset Management, LLC QQQ Holdings History
WealthTrust Asset Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 5,813.00 shares of INVESCO QQQ Trust(QQQ), totaling $2.73 Mil. This investment constitutes 2.02% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q2. And since then WealthTrust Asset Management, LLC has made 4 purchases of QQQ, at an average price of $343.05, for a total of 51,600.00 shares. In addition, there have been 10 sales at an average price of $406.61 for 45,787.00 shares. Based on historical transaction data and QQQ's current price of $561.26, WealthTrust Asset Management, LLC's estimated gain on his QQQ holdings is $4.18 Mil, reflecting a 23.61% gain to date.
WealthTrust Asset Management, LLC QQQ ($561.26) Holding Chart
WealthTrust Asset Management, 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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