Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 4,159 shares of QQQM stock, worth $821,319. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,159
Previous 4,987
16.6%
Holding current value
$821,319
Previous $1 Billion
12.62%
% of portfolio
0.32%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding QQQM
# of Institutions
889Shares Held
98.3MCall Options Held
678KPut Options Held
170K-
Invesco Ltd. Atlanta, GA9.32MShares$1.84 Billion0.38% of portfolio
-
Envestnet Asset Management Inc7.65MShares$1.51 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.39 Billion0.63% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX6.2MShares$1.22 Billion1.7% of portfolio
-
First Command Advisory Services, Inc.4.85MShares$958 Million9.68% of portfolio