Koa Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

A detailed history of Koa Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Koa Wealth Management, LLC holds 901 shares of QQQ stock, worth $479,908. This represents 0.38% of its overall portfolio holdings.

Number of Shares
901
Previous 1,038 13.2%
Holding current value
$479,908
Previous $506 Million 9.02%
% of portfolio
0.38%
Previous 0.39%

Shares

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

Jan 23, 2025
SELL
$481.22 - $538.17 $65,927 - $73,729
-137 Reduced 13.2%
901 $461 Million
Q3 2024

Nov 06, 2024
BUY
$434.77 - $502.96 $13,043 - $15,088
30 Added 2.98%
1,038 $506 Million
Q2 2024

Jul 23, 2024
BUY
$414.65 - $485.21 $6,634 - $7,763
16 Added 1.61%
1,008 $483 Million
Q1 2024

May 07, 2024
BUY
$396.28 - $446.38 $57,064 - $64,278
144 Added 16.98%
992 $440 Million
Q4 2023

May 07, 2024
BUY
$343.66 - $411.5 $291,423 - $348,952
848 New
848 $347 Million

Others Institutions Holding QQQ

# of Institutions
3,559
Shares Held
223M
Call Options Held
158M
Put Options Held
357M
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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