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

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

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 1,394 shares of QQQ stock, worth $703,942. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,394
Previous 477 192.24%
Holding current value
$703,942
Previous $228,000 198.25%
% of portfolio
0.06%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,512
Shares Held
255M
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
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email