Oakwell Private Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Oakwell Private Wealth Management, LLC
- $434 Million
- Q2 2025
A detailed history of Oakwell Private Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 1,407 shares of QQQM stock, worth $332,783. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,407
Previous 1,079
30.4%
Holding current value
$332,783
Previous $208,000
53.37%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding QQQM
# of Institutions
1,002Shares Held
90.6MCall Options Held
782KPut Options Held
151K-
Invesco Ltd. Atlanta, GA9.12MShares$2.16 Billion0.35% of portfolio
-
Envestnet Asset Management Inc7.6MShares$1.8 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.46MShares$1.76 Billion0.58% of portfolio
-
First Command Advisory Services, Inc.4.82MShares$1.14 Billion9.52% of portfolio
-
Morgan Stanley New York, NY3.11MShares$736 Million0.04% of portfolio