Cornerstone Planning Group LLC QQQ Holdings History
Cornerstone Planning Group LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 133,927.00 shares of INVESCO QQQ Trust(QQQ), totaling $60.88 Mil. This investment constitutes 14.56% of their stock portfolio, and Cornerstone Planning Group LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then Cornerstone Planning Group LLC has made 7 purchases of QQQ, at an average price of $331.76, for a total of 144,420.00 shares. In addition, there have been 1 sales at an average price of $506.19 for 10,493.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Cornerstone Planning Group LLC's estimated gain on his QQQ holdings is $33.07 Mil, reflecting a 69.02% gain to date.
Cornerstone Planning Group LLC QQQ ($565.01) Holding Chart
Cornerstone Planning Group LLC QQQ ($565.01) 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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