Hb Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,113 shares of QQQM stock, worth $652,578. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,113
Previous 3,832 18.76%
Holding current value
$652,578
Previous $755,000 17.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024
SELL
$178.94 - $207.0 $128,657 - $148,833
-719 Reduced 18.76%
3,113 $625,000
Q2 2024

Jul 26, 2024
SELL
$170.63 - $199.67 $128,655 - $150,551
-754 Reduced 16.44%
3,832 $755,000
Q1 2024

Apr 30, 2024
BUY
$163.11 - $183.59 $51,868 - $58,381
318 Added 7.45%
4,586 $837,000
Q4 2023

Jan 16, 2024
SELL
$141.26 - $169.35 $290,430 - $348,183
-2,056 Reduced 32.51%
4,268 $719,000
Q3 2023

Oct 13, 2023
SELL
$145.69 - $158.7 $2.16 Million - $2.35 Million
-14,813 Reduced 70.08%
6,324 $932,000
Q2 2023

Jul 13, 2023
BUY
$127.48 - $152.29 $1.63 Million - $1.94 Million
12,770 Added 152.62%
21,137 $3.21 Million
Q1 2023

Apr 13, 2023
BUY
$107.7 - $132.01 $901,125 - $1.1 Million
8,367 New
8,367 $1.1 Million
Q3 2022

Oct 19, 2022
BUY
$109.95 - $137.02 $758,764 - $945,575
6,901 Added 92.67%
14,348 $1.58 Million
Q2 2022

Jul 15, 2022
SELL
$111.72 - $151.87 $3.55 Million - $4.83 Million
-31,814 Reduced 81.03%
7,447 $858,000
Q1 2022

May 16, 2022
BUY
$130.92 - $165.24 $832,389 - $1.05 Million
6,358 Added 19.32%
39,261 $5.85 Million
Q4 2021

Feb 15, 2022
BUY
$145.01 - $166.07 $4.77 Million - $5.46 Million
32,903 New
32,903 $5.38 Million

Others Institutions Holding QQQM

# of Institutions
764
Shares Held
82.7M
Call Options Held
694K
Put Options Held
93.2K
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 Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email