Number of Shares
8,576.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
3.71%
Total Estimate Gain
$299,921.52
% of Total Estimate Gain
6.90%

Innovative Wealth Building LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Innovative Wealth Building LLC held 8,576.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.02 Mil. This investment constitutes 3.71% of their stock portfolio, and Innovative Wealth Building LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $508.07 for 10.00 shares. Based on historical transaction data and QQQ's current price of $541.16, Innovative Wealth Building LLC's estimated gain on his QQQ holdings is $299,921.52, reflecting a 6.90% gain to date.

Innovative Wealth Building LLC QQQ ($541.16) Holding Chart

Innovative Wealth Building LLC QQQ ($541.16) 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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