Number of Shares
112,203.00
Current Holdings Value*
$52.61 Mil
% of Portfolio
1.33%
Total Estimate Gain
$6.40 Mil
% of Total Estimate Gain
11.23%

SAGESPRING WEALTH PARTNERS, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, SAGESPRING WEALTH PARTNERS, LLC held 112,203.00 shares of INVESCO QQQ Trust(QQQ), totaling $52.61 Mil. This investment constitutes 1.33% of their stock portfolio, and SAGESPRING WEALTH PARTNERS, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. And since then SAGESPRING WEALTH PARTNERS, LLC has made 1 purchases of QQQ, at an average price of $507.95, for a total of 112,203.00 shares. Based on historical transaction data and QQQ's current price of $565.01, SAGESPRING WEALTH PARTNERS, LLC's estimated gain on his QQQ holdings is $6.40 Mil, reflecting a 11.23% gain to date.

SAGESPRING WEALTH PARTNERS, LLC QQQ ($565.01) Holding Chart

SAGESPRING WEALTH PARTNERS, LLC 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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