Tria Gen Wealth Management LLC First Trust Nasdaq 100 Technol Transaction History

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in First Trust Nasdaq 100 Technol stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 13,017 shares of QTEC stock, worth $2.39 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
13,017
Previous 13,541 3.87%
Holding current value
$2.39 Million
Previous $2.59 Million 5.41%
% of portfolio
0.88%
Previous 0.95%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$185.87 - $204.12 $97,395 - $106,958
-524 Reduced 3.87%
13,017 $2.45 Million
Q3 2024

Oct 18, 2024
BUY
$169.92 - $205.38 $19,880 - $24,029
117 Added 0.87%
13,541 $2.59 Million
Q2 2024

Jul 18, 2024
BUY
$173.94 - $199.42 $21,046 - $24,129
121 Added 0.91%
13,424 $2.65 Million
Q1 2024

Apr 23, 2024
BUY
$166.5 - $195.66 $66,267 - $77,872
398 Added 3.08%
13,303 $2.54 Million
Q4 2023

Jan 22, 2024
BUY
$137.75 - $176.94 $38,294 - $49,189
278 Added 2.2%
12,905 $2.26 Million
Q3 2023

Oct 23, 2023
BUY
$141.05 - $157.31 $1.78 Million - $1.99 Million
12,627 New
12,627 $1.83 Million
Q1 2022

Apr 29, 2022
SELL
$131.75 - $175.08 $1.57 Million - $2.09 Million
-11,913 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$154.08 - $180.39 $23,266 - $27,238
151 Added 1.28%
11,913 $2.09 Million
Q3 2021

Nov 10, 2021
BUY
$153.13 - $169.06 $11,637 - $12,848
76 Added 0.65%
11,762 $1.86 Million
Q2 2021

Aug 02, 2021
BUY
$136.79 - $159.82 $4,240 - $4,954
31 Added 0.27%
11,686 $1.9 Million
Q1 2021

Apr 26, 2021
BUY
$131.92 - $155.38 $8,706 - $10,255
66 Added 0.57%
11,655 $1.68 Million
Q4 2020

Feb 02, 2021
BUY
$115.55 - $138.66 $1.34 Million - $1.61 Million
11,589 New
11,589 $1.6 Million

Others Institutions Holding QTEC

# of Institutions
372
Shares Held
14.5M
Call Options Held
3K
Put Options Held
46.7K
View Full List

About FIRST TRUST NASDAQ 100 TECHNOL

QTEC Quotes by TradingView
  • Ticker QTEC
  • Sector ETFs
  • Industry ETFs
More about QTEC
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email