SAGESPRING WEALTH PARTNERS, LLC QQQ Holdings History
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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