Number of Shares
133,927.00
Current Holdings Value*
$60.88 Mil
% of Portfolio
14.56%
Total Estimate Gain
$32.91 Mil
% of Total Estimate Gain
68.69%

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 $563.81, Cornerstone Planning Group LLC's estimated gain on his QQQ holdings is $32.91 Mil, reflecting a 68.69% gain to date.

Cornerstone Planning Group LLC QQQ ($563.81) Holding Chart

Cornerstone Planning Group LLC QQQ ($563.81) 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