Cm Wealth Advisors LLC Invesco Qqq Trust, Series 1 Transaction History

Cm Wealth Advisors LLC

$304 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$396.28 - $446.38 $503,671 - $567,348	1,271 New	1,271 $564,000
Q1 2023 May 01, 2023	BUY	$261.58 - $320.93 $324,359 - $397,953	1,240 New	1,240 $387,000

Others Institutions Holding QQQ

# of Institutions

3,517

Shares Held

255M

Call Options Held

158M

Put Options Held

357M

International Assets Investment Management, LLC Orlando, FL

32.6M
Shares

$16.6 Billion
0.18% of portfolio
Morgan Stanley New York, NY

17.9M
Shares

$9.13 Billion
0.65% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$6.07 Billion
0.49% of portfolio
Lpl Financial LLC Fort Mill, SC

9.01M
Shares

$4.59 Billion
2.02% of portfolio
Wells Fargo & Company San Francisco, CA

7.75M
Shares

$3.95 Billion
0.87% of portfolio

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

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