A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,378 shares of QQQ stock, worth $714,713. This represents 0.75% of its overall portfolio holdings.

Number of Shares
1,378
Previous 1,378 -0.0%
Holding current value
$714,713
Previous $660 Million 1.87%
% of portfolio
0.75%
Previous 1.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$414.65 - $485.21 $19,073 - $22,319
-46 Reduced 3.23%
1,378 $660 Million
Q1 2024

May 15, 2024

BUY
$396.28 - $446.38 $114,921 - $129,450
290 Added 25.57%
1,424 $632 Million
Q4 2023

Feb 13, 2024

BUY
$343.66 - $411.5 $389,710 - $466,641
1,134 New
1,134 $464 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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