Number of Shares
3,295.00
Current Holdings Value*
$1.55 Mil
% of Portfolio
1.09%
Total Estimate Gain
$122,026.58
% of Total Estimate Gain
1.37%

MGO Private Wealth, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, MGO Private Wealth, LLC held 3,295.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.55 Mil. This investment constitutes 1.09% of their stock portfolio, and MGO Private Wealth, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q3. And since then MGO Private Wealth, LLC has made 3 purchases of QQQ, at an average price of $317.43, for a total of 27,959.00 shares. In addition, there have been 7 sales at an average price of $289.80 for 24,664.00 shares. Based on historical transaction data and QQQ's current price of $561.26, MGO Private Wealth, LLC's estimated gain on his QQQ holdings is $122,026.58, reflecting a 1.37% gain to date.

MGO Private Wealth, LLC QQQ ($561.26) Holding Chart

MGO 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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