Number of Shares
49,678.00
Current Holdings Value*
$23.30 Mil
% of Portfolio
3.34%
Total Estimate Gain
$11.01 Mil
% of Total Estimate Gain
61.58%

Onyx Bridge Wealth Group LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 49,678.00 shares of INVESCO QQQ Trust(QQQ), totaling $23.30 Mil. This investment constitutes 3.34% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q1. And since then Onyx Bridge Wealth Group LLC has made 12 purchases of QQQ, at an average price of $343.33, for a total of 52,092.00 shares. In addition, there have been 5 sales at an average price of $420.65 for 2,414.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Onyx Bridge Wealth Group LLC's estimated gain on his QQQ holdings is $11.01 Mil, reflecting a 61.58% gain to date.

Onyx Bridge Wealth Group LLC QQQ ($561.26) Holding Chart

Onyx Bridge Wealth Group 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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