Heritage Wealth Management, Inc. Invesco Qqq Trust, Series 1 Transaction History

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 909 shares of QQQ stock, worth $432,256. This represents 0.15% of its overall portfolio holdings.

Number of Shares
909
Previous 689 31.93%
Holding current value
$432,256
Previous $352 Million 21.01%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Apr 29, 2025
BUY
$468.34 - $539.52 $103,034 - $118,694
220 Added 31.93%
909 $426 Million
Q4 2024

Feb 05, 2025
SELL
$481.22 - $538.17 $3,849 - $4,305
-8 Reduced 1.15%
689 $352 Million
Q3 2024

Oct 31, 2024
BUY
$434.77 - $502.96 $48,694 - $56,331
112 Added 19.15%
697 $340 Million
Q2 2024

Sep 09, 2024
BUY
$414.65 - $485.21 $242,570 - $283,847
585 New
585 $290 Million

Others Institutions Holding QQQ

# of Institutions
3,880
Shares Held
244M
Call Options Held
182M
Put Options Held
327M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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