Intergy Private Wealth, LLC QQQ Holdings History
Intergy Private Wealth, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 117,536.00 shares of INVESCO QQQ Trust(QQQ), totaling $55.12 Mil. This investment constitutes 20.96% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Intergy Private Wealth, LLC has made 9 purchases of QQQ, at an average price of $366.40, for a total of 131,276.00 shares. In addition, there have been 4 sales at an average price of $409.57 for 13,740.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Intergy Private Wealth, LLC's estimated gain on his QQQ holdings is $23.50 Mil, reflecting a 48.85% gain to date.
Intergy Private Wealth, LLC QQQ ($561.26) Holding Chart
Intergy Private Wealth, 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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