Total Wealth Planning & Management, Inc. Invesco Qqq Trust, Series 1 Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 2,631 shares of QQQ stock, worth $1.65 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
2,631
Previous 2,623 0.3%
Holding current value
$1.65 Million
Previous $1.23 Billion 18.0%
% of portfolio
1.18%
Previous 1.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$416.06 - $551.64 $3,328 - $4,413
8 Added 0.3%
2,631 $1.45 Billion
Q1 2025

Apr 24, 2025
SELL
$468.34 - $539.52 $7,025 - $8,092
-15 Reduced 0.57%
2,623 $1.23 Billion
Q4 2024

Feb 28, 2025
BUY
$481.22 - $538.17 $1.27 Million - $1.42 Million
2,638 New
2,638 $1.35 Billion

Others Institutions Holding QQQ

# of Institutions
4,137
Shares Held
248M
Call Options Held
203M
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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