Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 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 4,987 shares of QQQM stock, worth $1.04 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,987
Previous 7,123 29.99%
Holding current value
$1.04 Million
Previous $1.3 Billion 23.04%
% of portfolio
0.42%
Previous 1.0%

Shares

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

Nov 01, 2024
SELL
$178.94 - $207.0 $382,215 - $442,152
-2,136 Reduced 29.99%
4,987 $1 Billion
Q1 2024

May 01, 2024
SELL
$163.11 - $183.59 $245,154 - $275,935
-1,503 Reduced 17.42%
7,123 $1.3 Billion
Q4 2023

Feb 14, 2024
BUY
$141.26 - $169.35 $1.22 Million - $1.46 Million
8,626 New
8,626 $1.45 Billion

Others Institutions Holding QQQM

# of Institutions
763
Shares Held
82.6M
Call Options Held
694K
Put Options Held
93.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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