BALANCED WEALTH GROUP LLC QQQ Holdings History
BALANCED WEALTH GROUP LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 48,775.00 shares of INVESCO QQQ Trust(QQQ), totaling $22.87 Mil. This investment constitutes 11.05% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $456.25 for 27,586.00 shares. Based on historical transaction data and QQQ's current price of $548.09, BALANCED WEALTH GROUP LLC's estimated gain on his QQQ holdings is $10.33 Mil, reflecting a 35.64% gain to date.
BALANCED WEALTH GROUP LLC QQQ ($548.09) Holding Chart
BALANCED WEALTH GROUP LLC QQQ ($548.09) 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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