Heritage Wealth Management, Inc. /Ca/ Invesco Qqq Trust, Series 1 Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 2,255 shares of QQQ stock, worth $1.1 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
2,255
Previous 1,800 25.28%
Holding current value
$1.1 Million
Previous $799 Million 35.18%
% of portfolio
0.79%
Previous 0.6%

Shares

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

Jul 25, 2024
SELL
$414.65 - $485.21 $147,615 - $172,734
-356 Reduced 13.63%
2,255 $1.08 Billion
Q1 2024

May 06, 2024
BUY
$396.28 - $446.38 $110,562 - $124,540
279 Added 11.96%
2,611 $1.16 Billion
Q4 2023

Feb 14, 2024
BUY
$343.66 - $411.5 $801,415 - $959,618
2,332 New
2,332 $955 Million

Others Institutions Holding QQQ

# of Institutions
3,400
Shares Held
234M
Call Options Held
181M
Put Options Held
307M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ 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 Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email