Rooted Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 31,847 shares of QQQM stock, worth $7.53 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
31,847
Previous 27,276
16.76%
Holding current value
$7.53 Million
Previous $5.27 Million
37.33%
% of portfolio
2.63%
Previous 2.2%
Shares
8 transactions
Others Institutions Holding QQQM
# of Institutions
1,002Shares Held
90.6MCall Options Held
782KPut Options Held
151K-
Invesco Ltd. Atlanta, GA9.12MShares$2.16 Billion0.35% of portfolio
-
Envestnet Asset Management Inc7.6MShares$1.8 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.46MShares$1.76 Billion0.58% of portfolio
-
First Command Advisory Services, Inc.4.82MShares$1.14 Billion9.52% of portfolio
-
Morgan Stanley New York, NY3.11MShares$736 Million0.04% of portfolio