Forum Financial Management, LP Invesco Exchange Traded Fd Tr Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$170.63 - $199.67 $250,314 - $292,915	1,467 New	1,467 $289,000

Others Institutions Holding QQQM

# of Institutions

764

Shares Held

82.7M

Call Options Held

694K

Put Options Held

93.2K

Invesco Ltd. Atlanta, GA

8.15M
Shares

$1.75 Billion
0.33% of portfolio
Envestnet Asset Management Inc

7.57M
Shares

$1.63 Billion
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

6.45M
Shares

$1.39 Billion
0.59% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

6.18M
Shares

$1.33 Billion
10.98% of portfolio
First Command Advisory Services, Inc.

4.82M
Shares

$1.04 Billion
9.34% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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