Kellett Schaffner Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Kellett Schaffner Wealth Advisors LLC
- $139 Million
- Q3 2025
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 1,319 shares of QQQM stock, worth $330,607. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,319Holding current value
$330,607% of portfolio
0.23%Shares
2 transactions
Others Institutions Holding QQQM
# of Institutions
1,132Shares Held
113MCall Options Held
920KPut Options Held
751K-
Invesco Ltd. Atlanta, GA11.2MShares$2.8 Billion0.46% of portfolio
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Lpl Financial LLC Fort Mill, SC9.77MShares$2.45 Billion0.75% of portfolio
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Envestnet Asset Management Inc7.49MShares$1.88 Billion0.57% of portfolio
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Morgan Stanley New York, NY4.82MShares$1.21 Billion0.07% of portfolio
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First Command Advisory Services, Inc.4.78MShares$1.2 Billion8.63% of portfolio