Kiley Juergens Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 53,458 shares of QQQ stock, worth $25.1 Million. This represents 7.1% of its overall portfolio holdings.

Number of Shares
53,458
Previous 53,675 0.4%
Holding current value
$25.1 Million
Previous $26.2 Million 4.32%
% of portfolio
7.1%
Previous 7.05%

Shares

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

Jan 16, 2025
SELL
$481.22 - $538.17 $104,424 - $116,782
-217 Reduced 0.4%
53,458 $27.3 Million
Q3 2024

Oct 15, 2024
SELL
$434.77 - $502.96 $187,820 - $217,278
-432 Reduced 0.8%
53,675 $26.2 Million
Q2 2024

Jul 23, 2024
BUY
$414.65 - $485.21 $19,073 - $22,319
46 Added 0.09%
54,107 $25.9 Million
Q1 2024

Apr 18, 2024
BUY
$396.28 - $446.38 $59,838 - $67,403
151 Added 0.28%
54,061 $24 Million
Q4 2023

Jan 30, 2024
BUY
$343.66 - $411.5 $6,873 - $8,230
20 Added 0.04%
53,910 $22.1 Million
Q3 2023

Oct 17, 2023
SELL
$354.21 - $385.74 $47,818 - $52,074
-135 Reduced 0.25%
53,890 $19.3 Million
Q2 2023

Jul 26, 2023
SELL
$309.99 - $370.26 $56,728 - $67,757
-183 Reduced 0.34%
54,025 $20 Million
Q1 2023

May 02, 2023
BUY
$261.58 - $320.93 $19,618 - $24,069
75 Added 0.14%
54,208 $17.4 Million
Q4 2022

Feb 06, 2023
BUY
$260.1 - $293.72 $14.1 Million - $15.9 Million
54,133 New
54,133 $14.4 Million
Q2 2022

Jul 29, 2022
SELL
$271.39 - $369.3 $11.7 Million - $15.9 Million
-43,118 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$318.17 - $401.68 $4.14 Million - $5.22 Million
-13,007 Reduced 23.18%
43,118 $15.6 Million
Q1 2022

Apr 12, 2022
BUY
$318.17 - $401.68 $18,135 - $22,895
57 Added 0.1%
56,125 $20.3 Million
Q4 2021

Jan 20, 2022
BUY
$352.62 - $403.99 $5,994 - $6,867
17 Added 0.03%
56,068 $22.3 Million
Q3 2021

Oct 13, 2021
BUY
$354.57 - $382.11 $26,238 - $28,276
74 Added 0.13%
56,051 $20.1 Million
Q2 2021

Jul 22, 2021
SELL
$316.89 - $354.99 $176,824 - $198,084
-558 Reduced 0.99%
55,977 $19.8 Million
Q1 2021

Apr 29, 2021
SELL
$299.94 - $336.45 $484,703 - $543,703
-1,616 Reduced 2.78%
56,535 $18 Million
Q4 2020

Jan 19, 2021
SELL
$269.38 - $313.74 $62,765 - $73,101
-233 Reduced 0.4%
58,151 $18.2 Million
Q3 2020

Oct 23, 2020
BUY
$250.49 - $302.76 $14.6 Million - $17.7 Million
58,384 New
58,384 $16.2 Million

Others Institutions Holding QQQ

# of Institutions
3,898
Shares Held
245M
Call Options Held
182M
Put Options Held
328M
View Full List

About INVESCO QQQ TRUST, SERIES 1

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

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email