Accretive Wealth Partners, LLC Invesco Qqq Trust, Series 1 Transaction History

Accretive Wealth Partners, LLC

$227 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	BUY	$269.38 - $313.74 $251,600 - $293,033	934 New	934 $293,000

Others Institutions Holding QQQ

# of Institutions

3,881

Shares Held

245M

Call Options Held

182M

Put Options Held

328M

Morgan Stanley New York, NY

18.8M
Shares

$8.86 Billion
0.69% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$6.31 Billion
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

9.48M
Shares

$4.47 Billion
2.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.33M
Shares

$3.46 Billion
0.87% of portfolio
Goldman Sachs Group Inc New York, NY

6.46M
Shares

$3.05 Billion
0.54% of portfolio

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

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