Ridgeline Wealth Planning, LLC QQQ Holdings History
Ridgeline Wealth Planning, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 9,684.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.54 Mil. This investment constitutes 4.46% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of QQQ, at an average price of $506.22, for a total of 9,684.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Ridgeline Wealth Planning, LLC's estimated gain on his QQQ holdings is $533,002.72, reflecting a 10.87% gain to date.
Ridgeline Wealth Planning, LLC QQQ ($561.26) Holding Chart
Ridgeline Wealth Planning, 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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