Bergan Kdv Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,719 shares of QQQ stock, worth $891,576. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,719
Previous 2,421
29.0%
Holding current value
$891,576
Previous $776,000
18.17%
% of portfolio
0.06%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding QQQ
# of Institutions
3,518Shares Held
255MCall Options Held
158MPut Options Held
357M-
International Assets Investment Management, LLC Orlando, FL32.6MShares$16.9 Billion0.18% of portfolio
-
Morgan Stanley New York, NY17.9MShares$9.3 Billion0.65% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$6.19 Billion0.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.01MShares$4.67 Billion2.02% of portfolio
-
Wells Fargo & Company San Francisco, CA7.75MShares$4.02 Billion0.87% of portfolio
About INVESCO QQQ TRUST, SERIES 1
- Ticker QQQ
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs