Number of Shares
2,530.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
1.02%
Total Estimate Gain
$140,554.74
% of Total Estimate Gain
8.72%

Three Cord True Wealth Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Three Cord True Wealth Management, LLC held 2,530.00 shares of INVESCO QQQ Trust(QQQ), totaling $1.19 Mil. This investment constitutes 1.02% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $508.07 for 653.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Three Cord True Wealth Management, LLC's estimated gain on his QQQ holdings is $140,554.74, reflecting a 8.72% gain to date.

Three Cord True Wealth Management, LLC QQQ ($561.26) Holding Chart

Three Cord True Wealth Management, 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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