Upper Left Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 636 shares of QQQ stock, worth $388,875. This represents 0.25% of its overall portfolio holdings.
Number of Shares
636
Previous 636
-0.0%
Holding current value
$388,875
Previous $298,000
17.45%
% of portfolio
0.25%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding QQQ
# of Institutions
4,104Shares Held
316MCall Options Held
204MPut Options Held
301M-
Kingstone Capital Partners Texas, LLC Frisco, TX67.6MShares$41.3 Billion4.27% of portfolio
-
Morgan Stanley New York, NY20.4MShares$12.4 Billion0.76% of portfolio
-
Bank Of America Corp Charlotte, NC17.9MShares$10.9 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.2MShares$6.21 Billion1.98% of portfolio
-
Goldman Sachs Group Inc New York, NY8.97MShares$5.49 Billion0.7% of portfolio
About INVESCO QQQ TRUST, SERIES 1
- Ticker QQQ
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs