Comprehensive Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 4,134 shares of QQQM stock, worth $977,773. This represents 0.58% of its overall portfolio holdings.

Number of Shares
4,134
Previous 3,472 19.07%
Holding current value
$977,773
Previous $730,000 9.18%
% of portfolio
0.58%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$192.82 - $222.1 $127,646 - $147,030
662 Added 19.07%
4,134 $797,000
Q4 2024

Feb 11, 2025
BUY
$198.04 - $221.51 $6,733 - $7,531
34 Added 0.99%
3,472 $730,000
Q3 2024

Nov 06, 2024
BUY
$178.94 - $207.0 $26,125 - $30,222
146 Added 4.43%
3,438 $690,000
Q2 2024

Aug 13, 2024
BUY
$170.63 - $199.67 $561,713 - $657,313
3,292 New
3,292 $648,000

Others Institutions Holding QQQM

# of Institutions
1,003
Shares Held
90.5M
Call Options Held
782K
Put Options Held
151K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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