Heritage Oak Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,928 shares of QQQM stock, worth $634,234. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,928
Previous 8,125 63.96%
Holding current value
$634,234
Previous $1.63 Billion 62.24%
% of portfolio
0.29%
Previous 0.75%

Shares

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

Feb 05, 2025
SELL
$198.04 - $221.51 $1.03 Million - $1.15 Million
-5,197 Reduced 63.96%
2,928 $616 Million
Q3 2024

Oct 23, 2024
BUY
$178.94 - $207.0 $1.45 Million - $1.68 Million
8,125 New
8,125 $1.63 Billion

Others Institutions Holding QQQM

# of Institutions
884
Shares Held
98.1M
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
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