Wealth Group Ltd QQQ Holdings History
Wealth Group Ltd's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Wealth Group Ltd held 6,419.00 shares of INVESCO QQQ Trust(QQQ), totaling $3.01 Mil. This investment constitutes 0.88% of their stock portfolio, and Wealth Group Ltd now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 3 purchases of QQQ, at an average price of $477.81, for a total of 6,466.00 shares. In addition, there have been 2 sales at an average price of $438.13 for 47.00 shares. Based on historical transaction data and QQQ's current price of $554.20, Wealth Group Ltd's estimated gain on his QQQ holdings is $488,492.33, reflecting a 15.81% gain to date.
Wealth Group Ltd QQQ ($554.20) Holding Chart
Wealth Group Ltd 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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