Heritage Wealth Partners, LLC QQQ Holdings History
Heritage Wealth Partners, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Heritage Wealth Partners, LLC held 8,344.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.91 Mil. This investment constitutes 5.97% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then Heritage Wealth Partners, LLC has made 4 purchases of QQQ, at an average price of $348.10, for a total of 17,411.00 shares. In addition, there have been 4 sales at an average price of $411.25 for 9,067.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Heritage Wealth Partners, LLC's estimated gain on his QQQ holdings is $2.38 Mil, reflecting a 39.31% gain to date.
Heritage Wealth Partners, LLC QQQ ($565.01) Holding Chart
Heritage Wealth Partners, LLC QQQ ($565.01) 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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