Mattern Wealth Management LLC QQQ Holdings History
Mattern Wealth Management LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 30,400.00 shares of INVESCO QQQ Trust(QQQ), totaling $16.77 Mil. This investment constitutes 3.49% of their stock portfolio, and Mattern Wealth Management LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q2. And since then Mattern Wealth Management LLC has made 13 purchases of QQQ, at an average price of $421.56, for a total of 48,582.00 shares. In addition, there have been 6 sales at an average price of $380.93 for 18,182.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Mattern Wealth Management LLC's estimated gain on his QQQ holdings is $3.51 Mil, reflecting a 17.13% gain to date.
Mattern Wealth Management LLC QQQ ($561.26) Holding Chart
Mattern Wealth Management 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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