Golden State Wealth Management, LLC QQQ Holdings History
Golden State Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 32,742.00 shares of INVESCO QQQ Trust(QQQ), totaling $15.35 Mil. This investment constitutes 2.28% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 8 purchases of QQQ, at an average price of $210.08, for a total of 309,206.00 shares. In addition, there have been 6 sales at an average price of $222.32 for 276,464.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Golden State Wealth Management, LLC's estimated gain on his QQQ holdings is $14.88 Mil, reflecting a 22.91% gain to date.
Golden State Wealth Management, LLC QQQ ($561.26) Holding Chart
Golden State 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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