Litman Gregory Wealth Management LLC Invesco Qqq Trust, Series 1 Transaction History

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,516 shares of QQQ stock, worth $2.39 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,516

Previous 1,394 223.96%

Holding current value

$2.39 Million

Previous $712,000 197.33%

% of portfolio

0.18%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$468.34 - $539.52 $1.46 Million - $1.68 Million	3,122 Added 223.96%	4,516 $2.12 Million
Q3 2024 Oct 22, 2024	BUY	$434.77 - $502.96 $398,684 - $461,214	917 Added 192.24%	1,394 $680,000
Q2 2024 Jul 30, 2024	BUY	$414.65 - $485.21 $197,788 - $231,445	477 New	477 $228,000
Q2 2021 Jul 27, 2021	SELL	$316.89 - $354.99 $77,004 - $86,262	-243 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$182.31 - $248.84 $44,301 - $60,468	243 New	243 $60,000

Others Institutions Holding QQQ

# of Institutions

3,932

Shares Held

256M

Call Options Held

205M

Put Options Held

346M

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Litman Gregory Wealth Management LLC Invesco Qqq Trust, Series 1 Transaction History