Global Wealth Management, LLC QQQ Holdings History
Global Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 11,820.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.57 Mil. This investment constitutes 3.61% of their stock portfolio, and Global Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 2 purchases of QQQ, at an average price of $477.90, for a total of 12,271.00 shares. In addition, there have been 1 sales at an average price of $496.89 for 451.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Global Wealth Management, LLC's estimated gain on his QQQ holdings is $993,891.34, reflecting a 16.95% gain to date.
Global Wealth Management, LLC QQQ ($561.26) Holding Chart
Global Wealth Management, LLC 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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