WR Wealth Planners, LLC QQQ Holdings History
WR Wealth Planners, LLC's INVESCO QQQ Trust Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 20,163.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.31 Mil. This investment constitutes 3.31% of their stock portfolio, and WR Wealth Planners, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 6 purchases of QQQ, at an average price of $392.52, for a total of 25,441.00 shares. In addition, there have been 1 sales at an average price of $506.19 for 5,278.00 shares. Based on historical transaction data and QQQ's current price of $561.26, WR Wealth Planners, LLC's estimated gain on his QQQ holdings is $4.00 Mil, reflecting a 40.08% gain to date.
WR Wealth Planners, LLC QQQ ($561.26) Holding Chart
WR Wealth Planners, 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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