Regimen Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Regimen Wealth, LLC holds 409 shares of QQQ stock, worth $220,103. This represents 0.07% of its overall portfolio holdings.

Number of Shares

409

Holding current value

$220,103

% of portfolio

0.07%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$481.22 - $538.17 $196,818 - $220,111	409 New	409 $209 Million
Q4 2022 Feb 06, 2023	BUY	$260.1 - $293.72 $212,501 - $239,969	817 New	817 $218 Million

Others Institutions Holding QQQ

# of Institutions

3,783

Shares Held

237M

Call Options Held

154M

Put Options Held

341M

Morgan Stanley New York, NY

17.9M
Shares

$9.65 Billion
0.65% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$7.2 Billion
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

9.48M
Shares

$5.1 Billion
2.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.33M
Shares

$3.95 Billion
0.87% of portfolio
Goldman Sachs Group Inc New York, NY

6.46M
Shares

$3.48 Billion
0.54% of portfolio

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Regimen Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History