Bernardo Wealth Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Bernardo Wealth Planning LLC
- $461 Million
- Q2 2025
A detailed history of Bernardo Wealth Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 39,745 shares of QQQM stock, worth $9.64 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
39,745Holding current value
$9.64 Million% of portfolio
1.96%Shares
1 transactions
Others Institutions Holding QQQM
# of Institutions
1,030Shares Held
102MCall Options Held
1.02MPut Options Held
645K-
Invesco Ltd. Atlanta, GA10.8MShares$2.63 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.79MShares$2.13 Billion0.71% of portfolio
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Envestnet Asset Management Inc7.6MShares$1.84 Billion0.53% of portfolio
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First Command Advisory Services, Inc.4.82MShares$1.17 Billion9.52% of portfolio
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Morgan Stanley New York, NY3.43MShares$832 Million0.05% of portfolio