Center For Financial Planning, Inc. Invesco Qqq Trust, Series 1 Transaction History

Center For Financial Planning, Inc.

  • $691 Million
  • Q2 2024

A detailed history of Center For Financial Planning, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,002 shares of QQQ stock, worth $487,743. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,002
Previous 1,037 3.38%
Holding current value
$487,743
Previous $460,000 4.35%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$414.65 - $485.21 $14,512 - $16,982
-35 Reduced 3.38%
1,002 $480,000
Q4 2023

Jan 29, 2024
BUY
$343.66 - $411.5 $88,664 - $106,167
258 Added 33.12%
1,037 $424,000
Q2 2023

Aug 09, 2023
BUY
$309.99 - $370.26 $20,149 - $24,066
65 Added 9.1%
779 $287,000
Q4 2022

Jan 27, 2023
SELL
$260.1 - $293.72 $17,166 - $19,385
-66 Reduced 8.46%
714 $0
Q2 2022

Aug 12, 2022
BUY
$271.39 - $369.3 $46,679 - $63,519
172 Added 28.29%
780 $219,000
Q1 2022

May 03, 2022
SELL
$318.17 - $401.68 $3,181 - $4,016
-10 Reduced 1.62%
608 $220,000
Q4 2021

Feb 08, 2022
SELL
$352.62 - $403.99 $13,752 - $15,755
-39 Reduced 5.94%
618 $246,000
Q1 2021

May 10, 2021
SELL
$299.94 - $336.45 $43,491 - $48,785
-145 Reduced 18.08%
657 $210,000
Q2 2020

Aug 06, 2020
SELL
$182.31 - $248.84 $8,750 - $11,944
-48 Reduced 5.65%
802 $199,000
Q1 2020

May 11, 2020
BUY
$169.3 - $236.98 $1,523 - $2,132
9 Added 1.07%
850 $162,000
Q4 2019

Feb 14, 2020
BUY
$184.05 - $213.79 $154,786 - $179,797
841 New
841 $179,000

Others Institutions Holding QQQ

# of Institutions
3,400
Shares Held
234M
Call Options Held
181M
Put Options Held
307M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email