A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,051 shares of QQQM stock, worth $644,828. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,051
Previous 3,051 -0.0%
Holding current value
$644,828
Previous $557,000 7.9%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$163.11 - $183.59 $97,866 - $110,154
600 Added 24.48%
3,051 $557,000
Q4 2023

Feb 06, 2024

BUY
$141.26 - $169.35 $346,228 - $415,076
2,451 New
2,451 $413,000
Q3 2022

Nov 14, 2022

SELL
$109.95 - $137.02 $143,704 - $179,085
-1,307 Reduced 39.3%
2,019 $221,000
Q2 2022

Aug 12, 2022

SELL
$111.72 - $151.87 $57,982 - $78,820
-519 Reduced 13.5%
3,326 $383,000
Q1 2022

May 16, 2022

SELL
$130.92 - $165.24 $369,718 - $466,637
-2,824 Reduced 42.35%
3,845 $572,000
Q4 2021

Feb 14, 2022

BUY
$145.01 - $166.07 $967,071 - $1.11 Million
6,669 New
6,669 $1.09 Million

Others Institutions Holding QQQM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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