Whitaker Myers Wealth Managers, Ltd. Invesco Exchange Traded Fd Tr Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 138,922 shares of QQQM stock, worth $27.5 Million. This represents 8.52% of its overall portfolio holdings.

Number of Shares

138,922

Previous 104,088 33.47%

Holding current value

$27.5 Million

Previous $20.9 Billion 39.85%

% of portfolio

8.52%

Previous 6.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$198.04 - $221.51 $6.9 Million - $7.72 Million	34,834 Added 33.47%	138,922 $29.2 Billion
Q3 2024 Oct 18, 2024	SELL	$178.94 - $207.0 $2.3 Million - $2.66 Million	-12,837 Reduced 10.98%	104,088 $20.9 Billion
Q2 2024 Jul 26, 2024	BUY	$170.63 - $199.67 $2.55 Million - $2.98 Million	14,926 Added 14.63%	116,925 $23 Billion
Q1 2024 Apr 12, 2024	SELL	$163.11 - $183.59 $18,594 - $20,929	-114 Reduced 0.11%	101,999 $18.6 Billion
Q4 2023 Jan 12, 2024	BUY	$141.26 - $169.35 $3.53 Million - $4.23 Million	24,984 Added 32.39%	102,113 $17.2 Billion
Q3 2023 Oct 05, 2023	BUY	$145.69 - $158.7 $2.81 Million - $3.06 Million	19,299 Added 33.37%	77,129 $11.4 Billion
Q2 2023 Jul 13, 2023	BUY	$127.48 - $152.29 $1.46 Million - $1.74 Million	11,439 Added 24.66%	57,830 $8.79 Billion
Q1 2023 Apr 21, 2023	BUY	$107.7 - $132.01 $1.98 Million - $2.43 Million	18,423 Added 65.87%	46,391 $6.12 Billion
Q4 2022 Apr 21, 2023	BUY	$107.0 - $120.86 $2.99 Million - $3.38 Million	27,968 New	27,968 $3.06 Billion

Others Institutions Holding QQQM

# of Institutions

892

Shares Held

98.3M

Call Options Held

678K

Put Options Held

170K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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Whitaker Myers Wealth Managers, Ltd. Invesco Exchange Traded Fd Tr Transaction History