Number of Shares
129,584.00
Current Holdings Value*
$60.76 Mil
% of Portfolio
4.03%
Total Estimate Gain
$46.02 Mil
% of Total Estimate Gain
60.15%

Western Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Western Wealth Management, LLC held 129,584.00 shares of INVESCO QQQ Trust(QQQ), totaling $60.76 Mil. This investment constitutes 4.03% of their stock portfolio, and Western Wealth Management, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q4. And since then Western Wealth Management, LLC has made 17 purchases of QQQ, at an average price of $266.62, for a total of 286,964.00 shares. In addition, there have been 7 sales at an average price of $313.37 for 157,380.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Western Wealth Management, LLC's estimated gain on his QQQ holdings is $46.02 Mil, reflecting a 60.15% gain to date.

Western Wealth Management, LLC QQQ ($565.01) Holding Chart

Western Wealth Management, LLC 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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