A detailed history of Source Financial Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,187 shares of QQQM stock, worth $244,771. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,187
Previous 1,194 0.59%
Holding current value
$244,771
Previous $235,000 1.28%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$178.94 - $207.0 $1,252 - $1,449
-7 Reduced 0.59%
1,187 $238,000
Q2 2024

Jul 17, 2024

BUY
$170.63 - $199.67 $1,535 - $1,797
9 Added 0.76%
1,194 $235,000
Q1 2024

May 01, 2024

BUY
$163.11 - $183.59 $193,285 - $217,554
1,185 New
1,185 $216,000

Others Institutions Holding QQQM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.