Heritage Wealth Partners, LLC QQQM Holdings History
Heritage Wealth Partners, LLC's Invesco NASDAQ 100 ETF Holding Summary
As of 2025-03-31, Heritage Wealth Partners, LLC held 4,631.00 shares of Invesco NASDAQ 100 ETF(QQQM), totaling $893,900.00. This investment constitutes 1.36% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0% of the outstanding Invesco NASDAQ 100 ETF(QQQM) stock.
The initial trade took place in 2024Q4. And since then Heritage Wealth Partners, LLC has made 1 purchases of QQQM, at an average price of $208.35, for a total of 18,857.00 shares. In addition, there have been 1 sales at an average price of $209.18 for 14,226.00 shares. Based on historical transaction data and QQQM's current price of $231.05, Heritage Wealth Partners, LLC's estimated gain on his QQQM holdings is $116,931.28, reflecting a 2.98% gain to date.
Heritage Wealth Partners, LLC QQQM ($231.05) Holding Chart
Heritage Wealth Partners, LLC QQQM ($231.05) 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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