Alpha Financial Partners, LLC QQQ Holdings History
Alpha Financial Partners, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 6,709.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.15 Mil. This investment constitutes 2.52% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then Alpha Financial Partners, LLC has made 3 purchases of QQQ, at an average price of $330.05, for a total of 17,410.00 shares. In addition, there have been 6 sales at an average price of $402.81 for 10,701.00 shares. Based on historical transaction data and QQQ's current price of $561.80, Alpha Financial Partners, LLC's estimated gain on his QQQ holdings is $2.33 Mil, reflecting a 40.61% gain to date.
Alpha Financial Partners, LLC QQQ ($561.80) Holding Chart
Alpha Financial Partners, LLC QQQ ($561.80) 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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