Cascade Wealth Advisors, Inc Invesco Qqq Trust, Series 1 Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 435 shares of QQQ stock, worth $229,179. This represents 0.15% of its overall portfolio holdings.

Number of Shares
435
Previous 865 49.71%
Holding current value
$229,179
Previous $422 Million 47.32%
% of portfolio
0.15%
Previous 0.3%

Shares

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

Feb 05, 2025
SELL
$481.22 - $538.17 $206,924 - $231,413
-430 Reduced 49.71%
435 $222 Million
Q2 2024

Jul 26, 2024
SELL
$414.65 - $485.21 $443,675 - $519,174
-1,070 Reduced 55.3%
865 $396 Million
Q1 2024

Apr 15, 2024
BUY
$396.28 - $446.38 $766,801 - $863,745
1,935 New
1,935 $848 Million

Others Institutions Holding QQQ

# of Institutions
3,655
Shares Held
238M
Call Options Held
159M
Put Options Held
356M
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 Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc 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 Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email