Fiduciary Wealth Partners, LLC QQQ Holdings History
Fiduciary Wealth Partners, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Fiduciary Wealth Partners, LLC held 9,320.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.37 Mil. This investment constitutes 3.78% of their stock portfolio, and Fiduciary Wealth Partners, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2025Q1. And since then Fiduciary Wealth Partners, LLC has made 1 purchases of QQQ, at an average price of $508.07, for a total of 9,320.00 shares. Based on historical transaction data and QQQ's current price of $566.01, Fiduciary Wealth Partners, LLC's estimated gain on his QQQ holdings is $540,000.80, reflecting a 11.40% gain to date.
Fiduciary Wealth Partners, LLC QQQ ($566.01) Holding Chart
Fiduciary Wealth Partners, LLC QQQ ($566.01) 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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