Wescott Financial Advisory Group, LLC QQQ Holdings History
Wescott Financial Advisory Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 146,837.00 shares of INVESCO QQQ Trust(QQQ), totaling $68.86 Mil. This investment constitutes 7.14% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Wescott Financial Advisory Group, LLC has made 8 purchases of QQQ, at an average price of $311.11, for a total of 175,352.00 shares. In addition, there have been 8 sales at an average price of $363.91 for 28,515.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Wescott Financial Advisory Group, LLC's estimated gain on his QQQ holdings is $37.20 Mil, reflecting a 68.19% gain to date.
Wescott Financial Advisory Group, LLC QQQ ($554.20) Holding Chart
Wescott Financial Advisory Group, LLC QQQ ($554.20) 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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