Number of Shares
32,147.00
Current Holdings Value*
$15.07 Mil
% of Portfolio
6.1%
Total Estimate Gain
$3.56 Mil
% of Total Estimate Gain
14.60%

Planned Solutions, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Planned Solutions, Inc. held 32,147.00 shares of INVESCO QQQ Trust(QQQ), totaling $15.07 Mil. This investment constitutes 6.1% of their stock portfolio, and Planned Solutions, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 9 purchases of QQQ, at an average price of $376.78, for a total of 64,738.00 shares. In addition, there have been 6 sales at an average price of $313.18 for 32,591.00 shares. Based on historical transaction data and QQQ's current price of $552.03, Planned Solutions, Inc.'s estimated gain on his QQQ holdings is $3.56 Mil, reflecting a 14.60% gain to date.

Planned Solutions, Inc. QQQ ($552.03) Holding Chart

Planned Solutions, Inc. QQQ ($552.03) 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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