Number of Shares
21,609.00
Current Holdings Value*
$10.15 Mil
% of Portfolio
3.53%
Total Estimate Gain
$2.97 Mil
% of Total Estimate Gain
26.44%

Three Bridge Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Three Bridge Wealth Advisors, LLC held 21,609.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.15 Mil. This investment constitutes 3.53% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 11 purchases of QQQ, at an average price of $396.58, for a total of 28,363.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Three Bridge Wealth Advisors, LLC's estimated gain on his QQQ holdings is $2.97 Mil, reflecting a 26.44% gain to date.

Three Bridge Wealth Advisors, LLC QQQ ($561.26) Holding Chart

Three Bridge Wealth Advisors, 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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