Quotient Wealth Partners, LLC First Tr Nasdaq 100 Equal Weig Transaction History

Quotient Wealth Partners, LLC

$2.86 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$114.16 - $124.21 $576,736 - $627,508	5,052 New	5,052 $626 Million

Others Institutions Holding QQEW

# of Institutions

242

Shares Held

11.2M

Call Options Held

3.8K

Put Options Held

0

Morgan Stanley New York, NY

1.87M
Shares

$235 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.38M
Shares

$173 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

869K
Shares

$109 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

783K
Shares

$98.4 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

337K
Shares

$42.4 Million
0.0% of portfolio

About FIRST TR NASDAQ 100 EQUAL WEIG

Ticker QQEW
Sector ETFs
Industry ETFs

More about QQEW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.