Number of Shares
52,645.00
Current Holdings Value*
$18.66 Mil
% of Portfolio
10.37%
Total Estimate Gain
$18.43 Mil
% of Total Estimate Gain
77.37%

Legacy Wealth Partners, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2021-06-30, Legacy Wealth Partners, Inc. held 52,645.00 shares of INVESCO QQQ Trust(QQQ), totaling $18.66 Mil. This investment constitutes 10.37% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 3 purchases of QQQ, at an average price of $239.59, for a total of 99,412.00 shares. In addition, there have been 3 sales at an average price of $270.84 for 46,767.00 shares. Based on historical transaction data and QQQ's current price of $561.87, Legacy Wealth Partners, Inc.'s estimated gain on his QQQ holdings is $18.43 Mil, reflecting a 77.37% gain to date.

Legacy Wealth Partners, Inc. QQQ ($561.87) Holding Chart

Legacy Wealth Partners, Inc. QQQ ($561.87) 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 %

Top Ranked Articles

  • 1