Mark Sheptoff Financial Planning, LLC First Tr Nasdaq 100 Equal Weig Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in First Tr Nasdaq 100 Equal Weig stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 105 shares of QQEW stock, worth $13,717. This represents 0.01% of its overall portfolio holdings.

Number of Shares

105

Previous 605 82.64%

Holding current value

$13,717

Previous $74,000 82.43%

% of portfolio

0.01%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$114.52 - $127.8 $57,260 - $63,900	-500 Reduced 82.64%	105 $13,000
Q1 2024 May 10, 2024	BUY	$114.16 - $124.21 $2,854 - $3,105	25 Added 4.31%	605 $74,000
Q4 2023 Feb 09, 2024	BUY	$97.89 - $118.13 $48,945 - $59,065	500 Added 625.0%	580 $68,000
Q1 2023 May 11, 2023	BUY	$88.21 - $101.61 $7,056 - $8,128	80 New	80 $8,000

Others Institutions Holding QQEW

# of Institutions

237

Shares Held

10.3M

Call Options Held

2.6K

Put Options Held

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About FIRST TR NASDAQ 100 EQUAL WEIG

Ticker QQEW
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Mark Sheptoff Financial Planning, LLC First Tr Nasdaq 100 Equal Weig Transaction History