A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,064 shares of QQQ stock, worth $537,298. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,064
Previous 1,073 0.84%
Holding current value
$537,298
Previous $514 Million 1.03%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 07, 2024

SELL
$434.77 - $502.96 $3,912 - $4,526
-9 Reduced 0.84%
1,064 $520 Million
Q2 2024

Jul 23, 2024

BUY
$414.65 - $485.21 $37,733 - $44,154
91 Added 9.27%
1,073 $514 Million
Q1 2024

Apr 12, 2024

SELL
$396.28 - $446.38 $12,284 - $13,837
-31 Reduced 3.06%
982 $436 Million
Q4 2023

Apr 04, 2024

BUY
$343.66 - $411.5 $3,780 - $4,526
11 Added 1.1%
1,013 $270 Million
Q2 2023

Apr 04, 2024

SELL
$309.99 - $370.26 $3,409 - $4,072
-11 Reduced 1.09%
1,002 $370 Million
Q4 2022

Apr 04, 2024

BUY
$260.1 - $293.72 $260 - $293
1 Added 0.1%
1,013 $270 Million
Q3 2022

Apr 04, 2024

BUY
$267.26 - $333.06 $190,823 - $237,804
714 Added 239.6%
1,012 $271 Million
Q2 2022

Apr 04, 2024

BUY
$271.39 - $369.3 $80,874 - $110,051
298 New
298 $83.6 Million
Q1 2022

Apr 05, 2024

SELL
$318.17 - $401.68 $205,219 - $259,083
-645 Closed
0 $0
Q4 2021

Apr 05, 2024

BUY
$352.62 - $403.99 $227,439 - $260,573
645 New
645 $257 Million
Q1 2021

Apr 05, 2024

SELL
$299.94 - $336.45 $493,701 - $553,796
-1,646 Closed
0 $0
Q4 2020

Apr 05, 2024

BUY
$269.38 - $313.74 $173,211 - $201,734
643 Added 64.11%
1,646 $516 Million
Q3 2020

Apr 05, 2024

SELL
$250.49 - $302.76 $99,695 - $120,498
-398 Reduced 28.41%
1,003 $279 Million
Q2 2020

Apr 05, 2024

BUY
$182.31 - $248.84 $70,736 - $96,549
388 Added 38.3%
1,401 $347 Million

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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