Summit Wealth & Retirement Planning, Inc. Invesco Qqq Trust, Series 1 Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,144 shares of QQQ stock, worth $699,487. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,144
Previous 1,144 -0.0%
Holding current value
$699,487
Previous $536,000 17.72%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Nov 01, 2024
BUY
$434.77 - $502.96 $21,738 - $25,148
50 Added 4.57%
1,144 $558,000
Q1 2024

May 09, 2024
BUY
$396.28 - $446.38 $193,780 - $218,279
489 Added 80.83%
1,094 $485,000
Q4 2023

Feb 01, 2024
BUY
$343.66 - $411.5 $2,061 - $2,469
6 Added 1.0%
605 $247,000
Q2 2023

Jul 26, 2023
SELL
$309.99 - $370.26 $116,246 - $138,847
-375 Reduced 38.5%
599 $221,000
Q1 2023

May 11, 2023
BUY
$261.58 - $320.93 $19,618 - $24,069
75 Added 8.34%
974 $312,000
Q4 2022

Feb 09, 2023
BUY
$260.1 - $293.72 $233,829 - $264,054
899 New
899 $239,000
Q2 2021

Aug 13, 2021
SELL
$316.89 - $354.99 $201,542 - $225,773
-636 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$299.94 - $336.45 $190,761 - $213,982
636 New
636 $203,000
Q3 2019

Nov 12, 2019
SELL
$180.73 - $195.29 $278,324 - $300,746
-1,540 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
$170.12 - $191.11 $170 - $191
1 Added 0.06%
1,540 $288,000
Q1 2019

May 08, 2019
BUY
$149.82 - $182.57 $230,572 - $280,975
1,539 New
1,539 $277,000

Others Institutions Holding QQQ

# of Institutions
4,103
Shares Held
316M
Call Options Held
204M
Put Options Held
301M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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