Number of Shares
812.00
Current Holdings Value*
$360,920.00
% of Portfolio
0.34%
Total Estimate Gain
$35,695.52
% of Total Estimate Gain
8.65%

COREPATH WEALTH PARTNERS LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 812.00 shares of INVESCO QQQ Trust(QQQ), totaling $360,920.00. This investment constitutes 0.34% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2025Q1. And since then COREPATH WEALTH PARTNERS LLC has made 1 purchases of QQQ, at an average price of $508.07, for a total of 812.00 shares. Based on historical transaction data and QQQ's current price of $552.03, COREPATH WEALTH PARTNERS LLC's estimated gain on his QQQ holdings is $35,695.52, reflecting a 8.65% gain to date.

COREPATH WEALTH PARTNERS LLC QQQ ($552.03) Holding Chart

COREPATH WEALTH PARTNERS LLC 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 %

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