Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 852 shares of QQQM stock, worth $164,504. This represents 0.01% of its overall portfolio holdings.

Number of Shares
852
Previous 818 4.16%
Holding current value
$164,504
Previous $164,000 9.15%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$198.04 - $221.51 $6,733 - $7,531
34 Added 4.16%
852 $179,000
Q3 2024

Nov 08, 2024
BUY
$178.94 - $207.0 $715 - $828
4 Added 0.49%
818 $164,000
Q2 2024

Aug 13, 2024
SELL
$170.63 - $199.67 $27,471 - $32,146
-161 Reduced 16.51%
814 $160,000
Q1 2024

Jun 11, 2024
BUY
$163.11 - $183.59 $157,890 - $177,715
968 Added 13828.57%
975 $178,000
Q3 2023

Nov 03, 2023
BUY
$145.69 - $158.7 $1,019 - $1,110
7 New
7 $1,000
Q4 2022

Feb 09, 2023
BUY
$107.0 - $120.86 $21,935 - $24,776
205 New
205 $22,000

Others Institutions Holding QQQM

# of Institutions
897
Shares Held
98.4M
Call Options Held
678K
Put Options Held
170K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email