Lakeshore Financial Planning, Inc. Invesco Qqq Trust, Series 1 Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 7,480 shares of QQQ stock, worth $4.5 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

7,480

Previous 7,148 4.64%

Holding current value

$4.5 Million

Previous $3.35 Billion 23.1%

% of portfolio

1.66%

Previous 1.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$416.06 - $551.64 $138,131 - $183,144	332 Added 4.64%	7,480 $4.13 Billion
Q1 2025 May 15, 2025	BUY	$468.34 - $539.52 $3,278 - $3,776	7 Added 0.1%	7,148 $3.35 Billion
Q4 2024 Feb 11, 2025	SELL	$481.22 - $538.17 $6,737 - $7,534	-14 Reduced 0.2%	7,141 $3.65 Billion
Q3 2024 Oct 31, 2024	BUY	$434.77 - $502.96 $313,469 - $362,634	721 Added 11.21%	7,155 $3.49 Billion
Q2 2024 Jul 25, 2024	BUY	$414.65 - $485.21 $191,568 - $224,167	462 Added 7.74%	6,434 $3.08 Billion
Q1 2024 May 10, 2024	BUY	$396.28 - $446.38 $223,501 - $251,758	564 Added 10.43%	5,972 $2.65 Billion
Q3 2023 Nov 14, 2023	BUY	$354.21 - $385.74 $1.92 Million - $2.09 Million	5,408 New	5,408 $1.94 Billion

Others Institutions Holding QQQ

# of Institutions

4,105

Shares Held

316M

Call Options Held

204M

Put Options Held

301M

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Lakeshore Financial Planning, Inc. Invesco Qqq Trust, Series 1 Transaction History