Briaud Financial Planning, Inc QQQ Holdings History
Briaud Financial Planning, Inc's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 60,814.00 shares of INVESCO QQQ Trust(QQQ), totaling $28.52 Mil. This investment constitutes 11.33% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q2. And since then Briaud Financial Planning, Inc has made 5 purchases of QQQ, at an average price of $448.19, for a total of 62,722.00 shares. In addition, there have been 4 sales at an average price of $425.51 for 1,908.00 shares. Based on historical transaction data and QQQ's current price of $556.97, Briaud Financial Planning, Inc's estimated gain on his QQQ holdings is $6.57 Mil, reflecting a 23.38% gain to date.
Briaud Financial Planning, Inc QQQ ($556.97) Holding Chart
Briaud Financial Planning, Inc QQQ ($556.97) 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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