Monterey Private Wealth, Inc. Direxion Nasdaq 100 Equal Weig Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
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 3,700 shares of QQQE stock, worth $378,954. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,837
3.57%
Holding current value
$378,954
Previous $344,000
6.4%
% of portfolio
0.1%
Previous 0.11%
Shares
16 transactions
Others Institutions Holding QQQE
# of Institutions
232Shares Held
6.79MCall Options Held
62.2KPut Options Held
10.8K-
Goldman Sachs Group Inc New York, NY900KShares$92.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC655KShares$67.1 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN631KShares$64.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY494KShares$50.6 Million0.0% of portfolio
-
Waddell & Associates, LLC395KShares$40.5 Million4.19% of portfolio