LGL PARTNERS, LLC QQQ Holdings History

Number of Shares
20,459.00
Current Holdings Value*
$9.61 Mil
% of Portfolio
4.63%
Total Estimate Gain
$10.25 Mil
% of Total Estimate Gain
55.15%

LGL PARTNERS, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, LGL PARTNERS, LLC held 20,459.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.61 Mil. This investment constitutes 4.63% of their stock portfolio, and LGL PARTNERS, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q2. And since then LGL PARTNERS, LLC has made 17 purchases of QQQ, at an average price of $241.90, for a total of 76,806.00 shares. In addition, there have been 11 sales at an average price of $310.20 for 56,347.00 shares. Based on historical transaction data and QQQ's current price of $554.62, LGL PARTNERS, LLC's estimated gain on his QQQ holdings is $10.25 Mil, reflecting a 55.15% gain to date.

LGL PARTNERS, LLC QQQ ($554.62) Holding Chart

LGL PARTNERS, LLC QQQ ($554.62) 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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