Qp Wealth Management, LLC First Tr Nasdaq 100 Equal Weig Transaction History

Qp Wealth Management, LLC

$57.3 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$55.28 - $79.88 $267,112 - $385,980	-4,832 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$64.66 - $74.14 $312,437 - $358,244	4,832 New	4,832 $364,000

Others Institutions Holding QQEW

# of Institutions

237

Shares Held

10.3M

Call Options Held

2.6K

Put Options Held

0

Morgan Stanley New York, NY

1.77M
Shares

$227 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.13M
Shares

$145 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

782K
Shares

$100 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

763K
Shares

$97.9 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

334K
Shares

$42.8 Million
0.0% of portfolio

About FIRST TR NASDAQ 100 EQUAL WEIG

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