BEACON FINANCIAL PLANNING, INC QQQ Holdings History
BEACON FINANCIAL PLANNING, INC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 41,513.00 shares of INVESCO QQQ Trust(QQQ), totaling $19.47 Mil. This investment constitutes 11.19% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then BEACON FINANCIAL PLANNING, INC has made 4 purchases of QQQ, at an average price of $280.96, for a total of 43,726.00 shares. In addition, there have been 4 sales at an average price of $472.94 for 2,213.00 shares. Based on historical transaction data and QQQ's current price of $552.03, BEACON FINANCIAL PLANNING, INC's estimated gain on his QQQ holdings is $11.68 Mil, reflecting a 95.06% gain to date.
BEACON FINANCIAL PLANNING, INC QQQ ($552.03) Holding Chart
BEACON FINANCIAL PLANNING, INC QQQ ($552.03) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
