Mbl Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History

Mbl Wealth, LLC

$945 Million
Q2 2025

A detailed history of Mbl Wealth, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Mbl Wealth, LLC holds 411 shares of QQQ stock, worth $236,140. This represents 0.02% of its overall portfolio holdings.

Number of Shares

411

Holding current value

$236,140

% of portfolio

0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$416.06 - $551.64 $171,000 - $226,724	411 New	411 $226,000
Q4 2022 Jan 12, 2023	SELL	$260.1 - $293.72 $1.14 Million - $1.29 Million	-4,388 Closed	0 $0
Q3 2022 Jan 12, 2023	BUY	$267.26 - $333.06 $1.17 Million - $1.46 Million	4,388 New	4,388 $1.17 Million

Others Institutions Holding QQQ

# of Institutions

4,056

Shares Held

317M

Call Options Held

205M

Put Options Held

353M

Kingstone Capital Partners Texas, LLC Frisco, TX

67.6M
Shares

$38.8 Billion
4.27% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.6 Billion
0.76% of portfolio
Bank Of America Corp Charlotte, NC

15.3M
Shares

$8.78 Billion
0.59% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$5.99 Billion
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

9.55M
Shares

$5.48 Billion
1.82% of portfolio

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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