A detailed history of Lwm Advisors Inc transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Lwm Advisors Inc holds 515 shares of QQQ stock, worth $267,413. This represents 0.26% of its overall portfolio holdings.

Number of Shares
515
Previous 436 18.12%
Holding current value
$267,413
Previous $223 Million 12.74%
% of portfolio
0.26%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
$468.34 - $539.52 $36,998 - $42,622
79 Added 18.12%
515 $251 Million
Q4 2024

May 13, 2025

BUY
$481.22 - $538.17 $209,811 - $234,642
436 New
436 $223 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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