Wealth Management Partners, LLC QQQ Holdings History
Wealth Management Partners, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Wealth Management Partners, LLC held 39,740.00 shares of INVESCO QQQ Trust(QQQ), totaling $21.94 Mil. This investment constitutes 7.75% 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 12 purchases of QQQ, at an average price of $323.25, for a total of 47,021.00 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 $554.20, Wealth Management Partners, LLC's estimated gain on his QQQ holdings is $9.75 Mil, reflecting a 64.16% gain to date.
Wealth Management Partners, LLC QQQ ($554.20) Holding Chart
Wealth Management Partners, LLC 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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