A detailed history of Everhart Financial Group, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,501 shares of QQQ stock, worth $794,929. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,501
Previous 783 91.7%
Holding current value
$794,929
Previous $375,000 95.2%
% of portfolio
0.16%
Previous 0.1%

Shares

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

Nov 04, 2024

BUY
$434.77 - $502.96 $312,164 - $361,125
718 Added 91.7%
1,501 $732,000
Q2 2024

Jul 24, 2024

BUY
$414.65 - $485.21 $12,024 - $14,071
29 Added 3.85%
783 $375,000
Q1 2024

May 13, 2024

BUY
$396.28 - $446.38 $26,154 - $29,461
66 Added 9.59%
754 $334,000
Q4 2023

Jan 12, 2024

BUY
$343.66 - $411.5 $236,438 - $283,112
688 New
688 $281,000
Q3 2022

Oct 12, 2022

BUY
$267.26 - $333.06 $203,117 - $253,125
760 New
760 $203,000

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 Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, 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 Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.