Lwm Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Lwm Advisory Services, LLC

$139 Million
Q1 2025

A detailed history of Lwm Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 4,088 shares of QQQM stock, worth $920,249. This represents 0.57% of its overall portfolio holdings.

Number of Shares

4,088

Previous 6,582 37.89%

Holding current value

$920,249

Previous $1.39 Million 43.03%

% of portfolio

0.57%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	SELL	$192.82 - $222.1 $480,893 - $553,917	-2,494 Reduced 37.89%	4,088 $789,000
Q4 2024 Feb 03, 2025	BUY	$198.04 - $221.51 $86,939 - $97,242	439 Added 7.15%	6,582 $1.39 Million
Q3 2024 Nov 13, 2024	SELL	$178.94 - $207.0 $334,796 - $387,297	-1,871 Reduced 23.35%	6,143 $1.23 Million
Q2 2024 Aug 08, 2024	SELL	$170.63 - $199.67 $1.53 Million - $1.79 Million	-8,953 Reduced 52.77%	8,014 $1.58 Million
Q1 2024 May 09, 2024	SELL	$163.11 - $183.59 $245,643 - $276,486	-1,506 Reduced 8.15%	16,967 $3.1 Million
Q4 2023 Feb 05, 2024	BUY	$141.26 - $169.35 $2.07 Million - $2.48 Million	14,640 Added 381.95%	18,473 $3.11 Million
Q3 2023 Nov 02, 2023	BUY	$145.69 - $158.7 $558,429 - $608,297	3,833 New	3,833 $565,000

Others Institutions Holding QQQM

# of Institutions

955

Shares Held

89.7M

Call Options Held

781K

Put Options Held

151K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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Lwm Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History