Whitaker-Myers Wealth Managers, LTD. QQQM Holdings History
Whitaker-Myers Wealth Managers, LTD.'s Invesco NASDAQ 100 ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 137,241.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $31.17 Mil. This investment constitutes 7.85% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.06% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 8 purchases of QQQM, at an average price of $161.13, for a total of 161,125.00 shares. In addition, there have been 3 sales at an average price of $201.27 for 23,884.00 shares. Based on historical transaction data and QQQM's current price of $227.98, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his QQQM holdings is $10.13 Mil, reflecting a 39.03% gain to date.
Whitaker-Myers Wealth Managers, LTD. QQQM ($227.98) Holding Chart
Whitaker-Myers Wealth Managers, LTD. QQQM ($227.98) 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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