JP Wealth Management, Inc. QQQ Holdings History
JP Wealth Management, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held 19,553.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.79 Mil. This investment constitutes 8.07% of their stock portfolio, and JP Wealth Management, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $498.28 for 1,885.00 shares. Based on historical transaction data and QQQ's current price of $565.01, JP Wealth Management, Inc.'s estimated gain on his QQQ holdings is $1.14 Mil, reflecting a 10.46% gain to date.
JP Wealth Management, Inc. QQQ ($565.01) Holding Chart
JP Wealth Management, Inc. 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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