Falcon Wealth Planning QQQ Holdings History
Falcon Wealth Planning's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Falcon Wealth Planning held 97,407.00 shares of INVESCO QQQ Trust(QQQ), totaling $53.73 Mil. This investment constitutes 5.43% of their stock portfolio, and Falcon Wealth Planning now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q3. And since then Falcon Wealth Planning has made 14 purchases of QQQ, at an average price of $430.43, for a total of 97,437.00 shares. In addition, there have been 1 sales at an average price of $310.63 for 30.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Falcon Wealth Planning's estimated gain on his QQQ holdings is $12.74 Mil, reflecting a 30.38% gain to date.
Falcon Wealth Planning QQQ ($561.26) Holding Chart
Falcon Wealth Planning QQQ ($561.26) 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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