David Katz Invesco Exchange Traded Fd Tr Transaction History
Matrix Asset Advisors Inc
- $1.02 Billion
- Q3 2025
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 1,350 shares of QQQM stock, worth $338,377. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,350
Previous 1,520
11.18%
Holding current value
$338,377
Previous $345,000
3.48%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding QQQM
# of Institutions
1,132Shares Held
113MCall Options Held
920KPut Options Held
751K-
Invesco Ltd. Atlanta, GA11.2MShares$2.8 Billion0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.77MShares$2.45 Billion0.75% of portfolio
-
Envestnet Asset Management Inc7.49MShares$1.88 Billion0.57% of portfolio
-
Morgan Stanley New York, NY4.82MShares$1.21 Billion0.07% of portfolio
-
First Command Advisory Services, Inc.4.78MShares$1.2 Billion8.63% of portfolio