Monterey Private Wealth, Inc. Direxion Nasdaq 100 Equal Weig Transaction History
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,828 shares of QQQE stock, worth $343,448. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,828
Previous 3,821
0.18%
Holding current value
$343,448
Previous $339,000
1.77%
% of portfolio
0.12%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding QQQE
# of Institutions
225Shares Held
7.52MCall Options Held
14.5KPut Options Held
134K-
Goldman Sachs Group Inc New York, NY1.5MShares$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY456KShares$40.9 Million0.0% of portfolio
-
Ubs Group Ag419KShares$37.6 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6382KShares$34.3 Million0.01% of portfolio
-
Waddell & Associates, LLC362KShares$32.5 Million4.26% of portfolio