Number of Shares
41,613.00
Current Holdings Value*
$19.51 Mil
% of Portfolio
2.01%
Total Estimate Gain
$26.72 Mil
% of Total Estimate Gain
34.29%

First Heartland Consultants, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, First Heartland Consultants, Inc. held 41,613.00 shares of INVESCO QQQ Trust(QQQ), totaling $19.51 Mil. This investment constitutes 2.01% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2014Q1. And since then First Heartland Consultants, Inc. has made 17 purchases of QQQ, at an average price of $209.45, for a total of 372,009.00 shares. In addition, there have been 18 sales at an average price of $245.80 for 330,396.00 shares. Based on historical transaction data and QQQ's current price of $562.99, First Heartland Consultants, Inc.'s estimated gain on his QQQ holdings is $26.72 Mil, reflecting a 34.29% gain to date.

First Heartland Consultants, Inc. QQQ ($562.99) Holding Chart

First Heartland Consultants, Inc. QQQ ($562.99) 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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