Heritage Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,631 shares of QQQM stock, worth $1.1 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
4,631
Previous 18,857
75.44%
Holding current value
$1.1 Million
Previous $3.97 Billion
77.47%
% of portfolio
1.36%
Previous 4.98%
Shares
2 transactions
Others Institutions Holding QQQM
# of Institutions
1,002Shares Held
90.6MCall Options Held
782KPut Options Held
151K-
Invesco Ltd. Atlanta, GA9.12MShares$2.16 Billion0.35% of portfolio
-
Envestnet Asset Management Inc7.6MShares$1.8 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.46MShares$1.76 Billion0.58% of portfolio
-
First Command Advisory Services, Inc.4.82MShares$1.14 Billion9.52% of portfolio
-
Morgan Stanley New York, NY3.11MShares$736 Million0.04% of portfolio