A detailed history of Org Wealth Partners, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Org Wealth Partners, LLC holds 359 shares of QQQ stock, worth $216,713. This represents 0.08% of its overall portfolio holdings.

Number of Shares
359
Previous 504 28.77%
Holding current value
$216,713
Previous $278,000 22.66%
% of portfolio
0.08%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$546.99 - $602.2 $79,313 - $87,319
-145 Reduced 28.77%
359 $215,000
Q2 2025

Jul 16, 2025

BUY
$416.06 - $551.64 $85,292 - $113,086
205 Added 68.56%
504 $278,000
Q1 2025

Apr 21, 2025

SELL
$468.34 - $539.52 $29,037 - $33,450
-62 Reduced 17.17%
299 $140,000
Q4 2024

Jan 10, 2025

SELL
$481.22 - $538.17 $4,330 - $4,843
-9 Reduced 2.43%
361 $184,000
Q3 2024

Oct 11, 2024

BUY
$434.77 - $502.96 $160,864 - $186,095
370 New
370 $181 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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