Sugarloaf Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,978 shares of QQQM stock, worth $403,749. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,978
Previous 1,754 12.77%
Holding current value
$403,749
Previous $345,000 15.07%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 08, 2024
BUY
$178.94 - $207.0 $40,082 - $46,368
224 Added 12.77%
1,978 $397,000
Q2 2024

Jul 08, 2024
BUY
$170.63 - $199.67 $154,761 - $181,100
907 Added 107.08%
1,754 $345,000
Q1 2024

Apr 23, 2024
BUY
$163.11 - $183.59 $57,740 - $64,990
354 Added 71.81%
847 $154,000
Q4 2023

Jan 10, 2024
BUY
$141.26 - $169.35 $69,641 - $83,489
493 New
493 $83,000

Others Institutions Holding QQQM

# of Institutions
762
Shares Held
82.6M
Call Options Held
694K
Put Options Held
93.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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