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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$198.04 - $221.51 $163,977 - $183,410
-828 Reduced 16.6%
4,159 $875 Million
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
889
Shares Held
98.3M
Call Options Held
678K
Put Options Held
170K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email