Tanglewood Wealth Management, Inc. QQQ Holdings History
Tanglewood Wealth Management, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Tanglewood Wealth Management, Inc. held 80,240.00 shares of INVESCO QQQ Trust(QQQ), totaling $37.63 Mil. This investment constitutes 4.23% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q2. And since then Tanglewood Wealth Management, Inc. has made 8 purchases of QQQ, at an average price of $333.46, for a total of 281,081.00 shares. In addition, there have been 8 sales at an average price of $348.65 for 200,841.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Tanglewood Wealth Management, Inc.'s estimated gain on his QQQ holdings is $20.76 Mil, reflecting a 22.15% gain to date.
Tanglewood Wealth Management, Inc. QQQ ($554.20) Holding Chart
Tanglewood Wealth Management, Inc. QQQ ($554.20) 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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