Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 31,492 shares of QQQM stock, worth $6.84 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
31,492
Previous 31,256 0.76%
Holding current value
$6.84 Million
Previous $6.03 Billion 99.9%
% of portfolio
0.2%
Previous 0.2%

Shares

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

May 30, 2025
BUY
$192.82 - $222.1 $45,505 - $52,415
236 Added 0.76%
31,492 $6.08 Million
Q1 2025

May 15, 2025
SELL
$192.82 - $222.1 $127,261 - $146,586
-660 Reduced 2.07%
31,256 $6.03 Billion
Q4 2024

May 30, 2025
BUY
$198.04 - $221.51 $7,129 - $7,974
36 Added 0.12%
31,292 $6.59 Million
Q4 2024

May 29, 2025
BUY
$198.04 - $221.51 $5,545 - $6,202
28 Added 0.09%
31,284 $6.58 Million
Q4 2024

Feb 11, 2025
BUY
$198.04 - $221.51 $6.32 Million - $7.07 Million
31,916 New
31,916 $6.95 Billion

Others Institutions Holding QQQM

# of Institutions
943
Shares Held
89.4M
Call Options Held
781K
Put Options Held
151K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email