Number of Shares
24,128.00
Current Holdings Value*
$11.31 Mil
% of Portfolio
3.2%
Total Estimate Gain
$7.35 Mil
% of Total Estimate Gain
84.30%

WealthBridge Capital Management, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, WealthBridge Capital Management, LLC held 24,128.00 shares of INVESCO QQQ Trust(QQQ), totaling $11.31 Mil. This investment constitutes 3.2% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q4. And since then WealthBridge Capital Management, LLC has made 17 purchases of QQQ, at an average price of $267.49, for a total of 32,602.00 shares. In addition, there have been 7 sales at an average price of $291.34 for 8,474.00 shares. Based on historical transaction data and QQQ's current price of $563.81, WealthBridge Capital Management, LLC's estimated gain on his QQQ holdings is $7.35 Mil, reflecting a 84.30% gain to date.

WealthBridge Capital Management, LLC QQQ ($563.81) Holding Chart

WealthBridge Capital Management, LLC QQQ ($563.81) 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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