Orgel Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 382 shares of QQQ stock, worth $230,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares
382
Previous 365 4.66%
Holding current value
$230,922
Previous $201,000 13.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 06, 2025
BUY
$546.99 - $602.2 $9,298 - $10,237
17 Added 4.66%
382 $229,000
Q2 2025

Jul 10, 2025
BUY
$416.06 - $551.64 $151,861 - $201,348
365 New
365 $201,000
Q4 2024

Jan 15, 2025
BUY
$481.22 - $538.17 $197,781 - $221,187
411 New
411 $210,000
Q2 2022

Jul 13, 2022
SELL
$271.39 - $369.3 $162,834 - $221,580
-600 Closed
0 $0
Q2 2021

Jul 23, 2021
BUY
$316.89 - $354.99 $190,134 - $212,994
600 New
600 $213,000

Others Institutions Holding QQQ

# of Institutions
4,103
Shares Held
316M
Call Options Held
204M
Put Options Held
301M
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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