Morton Brown Family Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 3,219 shares of QQQ stock, worth $1.63 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
3,219
Previous 3,197 0.69%
Holding current value
$1.63 Million
Previous $1.53 Million 2.61%
% of portfolio
0.56%
Previous 0.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$434.77 - $502.96 $9,564 - $11,065
22 Added 0.69%
3,219 $1.57 Million
Q2 2024

Jul 30, 2024
SELL
$414.65 - $485.21 $4,146 - $4,852
-10 Reduced 0.31%
3,197 $1.53 Million
Q1 2024

Apr 23, 2024
BUY
$396.28 - $446.38 $11,888 - $13,391
30 Added 0.94%
3,207 $1.42 Million
Q4 2023

Jan 26, 2024
BUY
$343.66 - $411.5 $57,391 - $68,720
167 Added 5.55%
3,177 $1.3 Million
Q3 2023

Oct 18, 2023
BUY
$354.21 - $385.74 $193,752 - $210,999
547 Added 22.21%
3,010 $1.08 Million
Q2 2023

Jul 25, 2023
SELL
$309.99 - $370.26 $3,409 - $4,072
-11 Reduced 0.44%
2,463 $909,000
Q1 2023

Apr 25, 2023
BUY
$261.58 - $320.93 $63,563 - $77,985
243 Added 10.89%
2,474 $793,000
Q3 2022

Oct 31, 2022
BUY
$267.26 - $333.06 $267 - $333
1 Added 0.04%
2,231 $596,000
Q2 2022

Jul 21, 2022
SELL
$271.39 - $369.3 $24,153 - $32,867
-89 Reduced 3.84%
2,230 $625,000
Q1 2022

Apr 20, 2022
SELL
$318.17 - $401.68 $84,951 - $107,248
-267 Reduced 10.32%
2,319 $841,000
Q4 2021

Feb 11, 2022
BUY
$352.62 - $403.99 $911,875 - $1.04 Million
2,586 New
2,586 $1.03 Million

Others Institutions Holding QQQ

# of Institutions
3,512
Shares Held
255M
Call Options Held
158M
Put Options Held
357M
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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