Morling Financial Advisors, LLC Invesco Qqq Trust, Series 1 Transaction History

Morling Financial Advisors, LLC

  • $260 Million
  • Q2 2025

A detailed history of Morling Financial Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 395 shares of QQQ stock, worth $238,781. This represents 0.08% of its overall portfolio holdings.

Number of Shares
395
Previous 433 8.78%
Holding current value
$238,781
Previous $203,000 6.9%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$416.06 - $551.64 $15,810 - $20,962
-38 Reduced 8.78%
395 $217,000
Q1 2025

May 06, 2025
SELL
$468.34 - $539.52 $290,839 - $335,041
-621 Reduced 58.92%
433 $203,000
Q4 2024

Feb 07, 2025
BUY
$481.22 - $538.17 $298,837 - $334,203
621 Added 143.42%
1,054 $538,000
Q2 2024

Aug 07, 2024
BUY
$414.65 - $485.21 $179,543 - $210,095
433 New
433 $207,000

Others Institutions Holding QQQ

# of Institutions
4,103
Shares Held
316M
Call Options Held
204M
Put Options Held
301M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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