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 1,559 shares of QQQ stock, worth $759,731. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,559
Previous 1,025 52.1%
Holding current value
$759,731
Previous $455,000 63.96%
% of portfolio
0.06%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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