IMG Wealth Management, Inc. QQQ Holdings History
Number of Shares
12,208.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
5.14%
Total Estimate Gain
$671,854.76
% of Total Estimate Gain
10.87%
IMG Wealth Management, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, IMG Wealth Management, Inc. held 12,208.00 shares of INVESCO QQQ Trust(QQQ), totaling $5.72 Mil. This investment constitutes 5.14% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of QQQ, at an average price of $506.22, for a total of 12,208.00 shares. Based on historical transaction data and QQQ's current price of $561.25, IMG Wealth Management, Inc.'s estimated gain on his QQQ holdings is $671,854.76, reflecting a 10.87% gain to date.
IMG Wealth Management, Inc. QQQ ($561.25) Holding Chart
IMG Wealth Management, Inc. QQQ ($561.25) 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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