A detailed history of Southern Wealth Management, LLP transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Southern Wealth Management, LLP holds 1,011 shares of QQQ stock, worth $501,617. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,011
Previous 1,010 0.1%
Holding current value
$501,617
Previous $268,000 20.9%
% of portfolio
0.13%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$261.58 - $320.93 $261 - $320
1 Added 0.1%
1,011 $324,000
Q4 2022

Feb 13, 2023

BUY
$260.1 - $293.72 $260 - $293
1 Added 0.1%
1,010 $268,000
Q3 2022

Nov 14, 2022

BUY
$267.26 - $333.06 $269,665 - $336,057
1,009 New
1,009 $280,000

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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