Number of Shares
36,483.00
Current Holdings Value*
$17.11 Mil
% of Portfolio
7.92%
Total Estimate Gain
$9.63 Mil
% of Total Estimate Gain
70.91%

Wealth Management Partners, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Wealth Management Partners, LLC held 36,483.00 shares of INVESCO QQQ Trust(QQQ), totaling $17.11 Mil. This investment constitutes 7.92% of their stock portfolio, and Wealth Management Partners, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q4. And since then Wealth Management Partners, LLC has made 11 purchases of QQQ, at an average price of $310.33, for a total of 43,764.00 shares. In addition, there have been 5 sales at an average price of $402.13 for 7,281.00 shares. Based on historical transaction data and QQQ's current price of $555.96, Wealth Management Partners, LLC's estimated gain on his QQQ holdings is $9.63 Mil, reflecting a 70.91% gain to date.

Wealth Management Partners, LLC QQQ ($555.96) Holding Chart

Wealth Management Partners, LLC QQQ ($555.96) 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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