Number of Shares
17,009.00
Current Holdings Value*
$9.38 Mil
% of Portfolio
3.56%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
13.86%

Divergent Planning, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Divergent Planning, LLC held 17,009.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.38 Mil. This investment constitutes 3.56% of their stock portfolio, and Divergent Planning, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q1. And since then Divergent Planning, LLC has made 5 purchases of QQQ, at an average price of $493.07, for a total of 17,009.00 shares. Based on historical transaction data and QQQ's current price of $561.41, Divergent Planning, LLC's estimated gain on his QQQ holdings is $1.16 Mil, reflecting a 13.86% gain to date.

Divergent Planning, LLC QQQ ($561.41) Holding Chart

Divergent Planning, LLC QQQ ($561.41) 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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