A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,881 shares of QQQ stock, worth $1.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,881
Previous 1,559 84.8%
Holding current value
$1.54 Million
Previous $746,000 88.47%
% of portfolio
0.1%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$434.77 - $502.96 $574,765 - $664,913
1,322 Added 84.8%
2,881 $1.41 Million
Q2 2024

Jul 30, 2024

BUY
$414.65 - $485.21 $221,423 - $259,102
534 Added 52.1%
1,559 $746,000
Q1 2024

Apr 16, 2024

SELL
$396.28 - $446.38 $53,497 - $60,261
-135 Reduced 11.64%
1,025 $455,000
Q3 2023

Oct 10, 2023

BUY
$354.21 - $385.74 $111,221 - $121,122
314 Added 37.12%
1,160 $415,000
Q1 2023

Apr 21, 2023

SELL
$261.58 - $320.93 $3,400 - $4,172
-13 Reduced 1.51%
846 $271,000
Q4 2022

Jan 25, 2023

BUY
$260.1 - $293.72 $223,425 - $252,305
859 New
859 $0

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


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

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.