Number of Shares
13,297.00
Current Holdings Value*
$6.76 Mil
% of Portfolio
4.57%
Total Estimate Gain
$732,265.79
% of Total Estimate Gain
10.88%

Peak Retirement Planning, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2024-12-31, Peak Retirement Planning, Inc. held 13,297.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.76 Mil. This investment constitutes 4.57% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and QQQ's current price of $561.26, Peak Retirement Planning, Inc.'s estimated gain on his QQQ holdings is $732,265.79, reflecting a 10.88% gain to date.

Peak Retirement Planning, Inc. QQQ ($561.26) Holding Chart

Peak Retirement Planning, Inc. 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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