Sigma Planning Corp QQQ Holdings History

Number of Shares
136,317.00
Current Holdings Value*
$63.92 Mil
% of Portfolio
2.04%
Total Estimate Gain
$61.39 Mil
% of Total Estimate Gain
61.88%

Sigma Planning Corp's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Sigma Planning Corp held 136,317.00 shares of INVESCO QQQ Trust(QQQ), totaling $63.92 Mil. This investment constitutes 2.04% of their stock portfolio, and Sigma Planning Corp now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2014Q4. And since then Sigma Planning Corp has made 20 purchases of QQQ, at an average price of $253.45, for a total of 391,406.00 shares. In addition, there have been 10 sales at an average price of $334.69 for 255,089.00 shares. Based on historical transaction data and QQQ's current price of $551.75, Sigma Planning Corp's estimated gain on his QQQ holdings is $61.39 Mil, reflecting a 61.88% gain to date.

Sigma Planning Corp QQQ ($551.75) Holding Chart

Sigma Planning Corp QQQ ($551.75) 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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