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 $532,091. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,531 31.29%
Holding current value
$532,091
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
3,512
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
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email