Bwm Planning, LLC Invesco Qqq Trust, Series 1 Transaction History

Bwm Planning, LLC

$336 Billion
Q3 2025

A detailed history of Bwm Planning, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Bwm Planning, LLC holds 390 shares of QQQ stock, worth $235,427. This represents 0.07% of its overall portfolio holdings.

Number of Shares

390

Holding current value

$235,427

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$546.99 - $602.2 $213,326 - $234,858	390 New	390 $234 Million

Others Institutions Holding QQQ

# of Institutions

4,267

Shares Held

248M

Call Options Held

191M

Put Options Held

338M

Morgan Stanley New York, NY

24.6M
Shares

$14.8 Billion
0.93% of portfolio
Bank Of America Corp Charlotte, NC

13.9M
Shares

$8.41 Billion
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

10.6M
Shares

$6.38 Billion
1.98% of portfolio
Goldman Sachs Group Inc New York, NY

9.59M
Shares

$5.79 Billion
0.74% of portfolio
Wells Fargo & Company San Francisco, CA

6.86M
Shares

$4.14 Billion
0.81% 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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