Better Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History

Better Wealth, LLC

$324 Million
Q1 2025

A detailed history of Better Wealth, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Better Wealth, LLC holds 526 shares of QQQ stock, worth $250,097. This represents 0.08% of its overall portfolio holdings.

Number of Shares

526

Holding current value

$250,097

% of portfolio

0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$468.34 - $539.52 $246,346 - $283,787	526 New	526 $246,000
Q2 2024 Jul 19, 2024	SELL	$414.65 - $485.21 $16,586 - $19,408	-40 Reduced 7.07%	526 $252,000
Q1 2024 Apr 19, 2024	BUY	$396.28 - $446.38 $15,851 - $17,855	40 Added 7.6%	566 $251,000
Q4 2023 Jan 23, 2024	BUY	$343.66 - $411.5 $180,765 - $216,449	526 New	526 $215,000
Q1 2022 May 02, 2022	SELL	$318.17 - $401.68 $169,266 - $213,693	-532 Closed	0 $0
Q4 2021 Mar 03, 2022	BUY	$352.62 - $403.99 $187,593 - $214,922	532 New	532 $212,000

Others Institutions Holding QQQ

# of Institutions

3,879

Shares Held

244M

Call Options Held

182M

Put Options Held

327M

Morgan Stanley New York, NY

18.8M
Shares

$8.94 Billion
0.69% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$6.36 Billion
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

9.48M
Shares

$4.51 Billion
2.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.33M
Shares

$3.49 Billion
0.87% of portfolio
Goldman Sachs Group Inc New York, NY

6.46M
Shares

$3.07 Billion
0.54% of portfolio

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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