Circle Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Circle Wealth Management, LLC

  • $4.34 Billion
  • Q2 2024

A detailed history of Circle Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Circle Wealth Management, LLC holds 9,335 shares of QQQM stock, worth $1.97 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,335
Previous 9,440 1.11%
Holding current value
$1.97 Million
Previous $1.72 Million 6.73%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 13, 2024
SELL
$170.63 - $199.67 $17,916 - $20,965
-105 Reduced 1.11%
9,335 $1.84 Million
Q1 2024

May 14, 2024
BUY
$163.11 - $183.59 $741,171 - $834,232
4,544 Added 92.81%
9,440 $1.72 Million
Q4 2023

Feb 14, 2024
BUY
$141.26 - $169.35 $691,608 - $829,137
4,896 New
4,896 $825,000

Others Institutions Holding QQQM

# of Institutions
736
Shares Held
82.9M
Call Options Held
208K
Put Options Held
57.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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