Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 4,159 shares of QQQM stock, worth $923,713. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,159
Previous 4,987 16.6%
Holding current value
$923,713
Previous $1 Billion 12.62%
% of portfolio
0.32%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$198.04 - $221.51 $163,977 - $183,410
-828 Reduced 16.6%
4,159 $875 Million
Q3 2024

Nov 01, 2024
SELL
$178.94 - $207.0 $382,215 - $442,152
-2,136 Reduced 29.99%
4,987 $1 Billion
Q1 2024

May 01, 2024
SELL
$163.11 - $183.59 $245,154 - $275,935
-1,503 Reduced 17.42%
7,123 $1.3 Billion
Q4 2023

Feb 14, 2024
BUY
$141.26 - $169.35 $1.22 Million - $1.46 Million
8,626 New
8,626 $1.45 Billion

Others Institutions Holding QQQM

# of Institutions
883
Shares Held
98.1M
Call Options Held
678K
Put Options Held
170K
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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