A detailed history of Oak Family Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Oak Family Advisors, LLC holds 302 shares of QQQ stock, worth $175,175. This represents 0.06% of its overall portfolio holdings.

Number of Shares
302
Previous 290 4.14%
Holding current value
$175,175
Previous $135,000 22.96%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jul 17, 2025

BUY
$416.06 - $551.64 $4,992 - $6,619
12 Added 4.14%
302 $166,000
Q3 2024

Oct 17, 2024

BUY
$434.77 - $502.96 $126,083 - $145,858
290 New
290 $141,000

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Oak Family Advisors, LLC Portfolio

Follow Oak Family Advisors, 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 Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Family Advisors, LLC with notifications on news.