Summit Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$107.7 - $132.01 $1.63 Million - $2 Million	15,181 New	15,181 $0

Others Institutions Holding QQQM

# of Institutions

764

Shares Held

82.7M

Call Options Held

694K

Put Options Held

93.2K

Invesco Ltd. Atlanta, GA

8.15M
Shares

$1.73 Billion
0.33% of portfolio
Envestnet Asset Management Inc

7.57M
Shares

$1.6 Billion
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

6.45M
Shares

$1.37 Billion
0.59% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

6.18M
Shares

$1.31 Billion
10.98% of portfolio
First Command Advisory Services, Inc.

4.82M
Shares

$1.02 Billion
9.34% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
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