Heritage Oak Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,402 shares of QQQM stock, worth $351,411. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,402
Previous 1,180 18.81%
Holding current value
$351,411
Previous $268 Million 29.29%
% of portfolio
0.13%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$225.11 - $247.9 $49,974 - $55,033
222 Added 18.81%
1,402 $346 Million
Q2 2025

Jul 15, 2025
BUY
$171.4 - $227.1 $202,252 - $267,978
1,180 New
1,180 $268 Million
Q4 2024

Feb 05, 2025
SELL
$198.04 - $221.51 $1.03 Million - $1.15 Million
-5,197 Reduced 63.96%
2,928 $616 Million
Q3 2024

Oct 23, 2024
BUY
$178.94 - $207.0 $1.45 Million - $1.68 Million
8,125 New
8,125 $1.63 Billion

Others Institutions Holding QQQM

# of Institutions
1,133
Shares Held
113M
Call Options Held
920K
Put Options Held
751K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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