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 $7.91 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
31,847
Previous 27,276
16.76%
Holding current value
$7.91 Million
Previous $5.27 Million
37.33%
% of portfolio
2.63%
Previous 2.2%
Shares
8 transactions
Others Institutions Holding QQQM
# of Institutions
1,029Shares Held
102MCall Options Held
1.02MPut Options Held
645K-
Invesco Ltd. Atlanta, GA10.8MShares$2.69 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.79MShares$2.18 Billion0.71% of portfolio
-
Envestnet Asset Management Inc7.6MShares$1.89 Billion0.53% of portfolio
-
First Command Advisory Services, Inc.4.82MShares$1.2 Billion9.52% of portfolio
-
Morgan Stanley New York, NY3.43MShares$852 Million0.05% of portfolio