Theory Financial LLC Direxion Nasdaq 100 Equal Weig Transaction History

Theory Financial LLC

$261 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$82.13 - $89.46 $3.53 Million - $3.84 Million	42,957 New	42,957 $3.83 Million

Others Institutions Holding QQQE

# of Institutions

231

Shares Held

8.76M

Call Options Held

21.4K

Put Options Held

202K

Goldman Sachs Group Inc New York, NY

1.16M
Shares

$110 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

668K
Shares

$63 Million
0.02% of portfolio
Total Investment Management Inc Scottsdale, AZ

661K
Shares

$62.4 Million
6.68% of portfolio
Morgan Stanley New York, NY

631K
Shares

$59.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

548K
Shares

$51.7 Million
0.0% of portfolio

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
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