Sound Financial Strategies Group, LLC First Tr Nasdaq 100 Equal Weig Transaction History
Sound Financial Strategies Group, LLC
- $128 Million
- Q3 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in First Tr Nasdaq 100 Equal Weig stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 19,035 shares of QQEW stock, worth $2.66 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
19,035
Previous 16,809
13.24%
Holding current value
$2.66 Million
Previous $2.29 Million
17.09%
% of portfolio
2.1%
Previous 2.06%
Shares
3 transactions
Others Institutions Holding QQEW
# of Institutions
262Shares Held
10.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.53MShares$214 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA988KShares$138 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL801KShares$112 Million0.04% of portfolio
-
Raymond James & Associates St Petersburg, FL782KShares$109 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC676KShares$94.5 Million0.03% of portfolio