Heritage Wealth Management, Inc. /Ca/ Invesco Qqq Trust, Series 1 Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $133 Billion
  • Q1 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 2,315 shares of QQQ stock, worth $1.1 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
2,315
Previous 2,313 0.09%
Holding current value
$1.1 Million
Previous $1.18 Billion 8.2%
% of portfolio
0.82%
Previous 0.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$468.34 - $539.52 $936 - $1,079
2 Added 0.09%
2,315 $1.09 Billion
Q3 2024

Oct 18, 2024
BUY
$434.77 - $502.96 $25,216 - $29,171
58 Added 2.57%
2,313 $1.13 Billion
Q2 2024

Jul 25, 2024
SELL
$414.65 - $485.21 $147,615 - $172,734
-356 Reduced 13.63%
2,255 $1.08 Billion
Q1 2024

May 06, 2024
BUY
$396.28 - $446.38 $110,562 - $124,540
279 Added 11.96%
2,611 $1.16 Billion
Q4 2023

Feb 14, 2024
BUY
$343.66 - $411.5 $801,415 - $959,618
2,332 New
2,332 $955 Million

Others Institutions Holding QQQ

# of Institutions
3,882
Shares Held
245M
Call Options Held
182M
Put Options Held
327M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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