Number of Shares
21,052.00
Current Holdings Value*
$9.87 Mil
% of Portfolio
4.64%
Total Estimate Gain
$5.29 Mil
% of Total Estimate Gain
16.01%

Prosperity Wealth Management, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Prosperity Wealth Management, Inc. held 21,052.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.87 Mil. This investment constitutes 4.64% of their stock portfolio, and Prosperity Wealth Management, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q4. And since then Prosperity Wealth Management, Inc. has made 4 purchases of QQQ, at an average price of $414.52, for a total of 79,707.00 shares. In addition, there have been 5 sales at an average price of $450.66 for 58,655.00 shares. Based on historical transaction data and QQQ's current price of $565.01, Prosperity Wealth Management, Inc.'s estimated gain on his QQQ holdings is $5.29 Mil, reflecting a 16.01% gain to date.

Prosperity Wealth Management, Inc. QQQ ($565.01) Holding Chart

Prosperity Wealth Management, Inc. QQQ ($565.01) 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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