Palo Alto Wealth Advisors, LLC Invesco Qqq Trust, Series 1 Transaction History

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,052 shares of QQQ stock, worth $545,630. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,531 31.29%
Holding current value
$545,630
Previous $734 Million 28.94%
% of portfolio
0.22%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$434.77 - $502.96 $208,254 - $240,917
-479 Reduced 31.29%
1,052 $522 Million
Q2 2024

Aug 13, 2024
BUY
$414.65 - $485.21 $199,446 - $233,386
481 Added 45.81%
1,531 $734 Million
Q1 2024

Apr 30, 2024
BUY
$396.28 - $446.38 $416,094 - $468,699
1,050 New
1,050 $467 Million

Others Institutions Holding QQQ

# of Institutions
3,518
Shares Held
255M
Call Options Held
158M
Put Options Held
357M
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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