Hb Wealth Management, LLC First Tr Nasdaq 100 Equal Weig Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$84.27 - $109.27 $159,944 - $207,394	-1,898 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$109.53 - $120.91 $207,887 - $229,487	1,898 New	1,898 $225,000

Others Institutions Holding QQEW

# of Institutions

237

Shares Held

10.3M

Call Options Held

2.6K

Put Options Held

0

Morgan Stanley New York, NY

1.77M
Shares

$221 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.13M
Shares

$141 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

782K
Shares

$97.8 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

763K
Shares

$95.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

334K
Shares

$41.7 Million
0.0% of portfolio

About FIRST TR NASDAQ 100 EQUAL WEIG

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