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 $354,155. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,407
Previous 1,079
30.4%
Holding current value
$354,155
Previous $208,000
53.37%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding QQQM
# of Institutions
1,031Shares Held
102MCall Options Held
1.02MPut Options Held
645K-
Invesco Ltd. Atlanta, GA10.8MShares$2.73 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.79MShares$2.21 Billion0.71% of portfolio
-
Envestnet Asset Management Inc7.6MShares$1.91 Billion0.53% of portfolio
-
First Command Advisory Services, Inc.4.82MShares$1.21 Billion9.52% of portfolio
-
Morgan Stanley New York, NY3.43MShares$863 Million0.05% of portfolio