Holistic Planning, LLC Invesco Qqq Trust, Series 1 Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Holistic Planning, LLC holds 7,531 shares of QQQ stock, worth $3.58 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
7,531
Previous 6,736 11.8%
Holding current value
$3.58 Million
Previous $3.44 Billion 2.56%
% of portfolio
1.2%
Previous 1.25%

Shares

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

Apr 23, 2025
BUY
$468.34 - $539.52 $372,330 - $428,918
795 Added 11.8%
7,531 $3.53 Billion
Q4 2024

Jan 24, 2025
BUY
$481.22 - $538.17 $286,807 - $320,749
596 Added 9.71%
6,736 $3.44 Billion
Q3 2024

Nov 01, 2024
BUY
$434.77 - $502.96 $649,546 - $751,422
1,494 Added 32.16%
6,140 $3 Billion
Q1 2024

May 01, 2024
SELL
$396.28 - $446.38 $596,401 - $671,801
-1,505 Reduced 24.47%
4,646 $2.06 Billion
Q4 2023

Feb 14, 2024
BUY
$343.66 - $411.5 $2.11 Million - $2.53 Million
6,151 New
6,151 $2.52 Billion

Others Institutions Holding QQQ

# of Institutions
3,886
Shares Held
245M
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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