Wealth Advisors Of Iowa, LLC Invesco Qqq Trust, Series 1 Transaction History

Wealth Advisors Of Iowa, LLC

$196 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$352.62 - $403.99 $705 - $807	2 Added 0.35%	576 $229,000
Q3 2021 Nov 09, 2021	SELL	$354.57 - $382.11 $15,955 - $17,194	-45 Reduced 7.27%	574 $206,000
Q2 2021 Jul 26, 2021	BUY	$316.89 - $354.99 $196,154 - $219,738	619 New	619 $219,000
Q1 2021 Apr 29, 2021	SELL	$299.94 - $336.45 $8.07 Million - $9.05 Million	-26,909 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$269.38 - $313.74 $7.25 Million - $8.44 Million	26,909 New	26,909 $8.44 Million
Q3 2020 Oct 28, 2020	SELL	$250.49 - $302.76 $15.7 Million - $18.9 Million	-62,512 Closed	0 $0
Q2 2020 Aug 07, 2020	BUY	$182.31 - $248.84 $420,042 - $573,327	2,304 Added 3.83%	62,512 $15.5 Million
Q1 2020 Apr 28, 2020	BUY	$169.3 - $236.98 $10.2 Million - $14.3 Million	60,208 New	60,208 $11.5 Million

Others Institutions Holding QQQ

# of Institutions

3,512

Shares Held

255M

Call Options Held

158M

Put Options Held

357M

International Assets Investment Management, LLC Orlando, FL

32.6M
Shares

$16.5 Billion
0.18% of portfolio
Morgan Stanley New York, NY

17.9M
Shares

$9.07 Billion
0.65% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$6.03 Billion
0.49% of portfolio
Lpl Financial LLC Fort Mill, SC

9.01M
Shares

$4.56 Billion
2.02% of portfolio
Wells Fargo & Company San Francisco, CA

7.75M
Shares

$3.92 Billion
0.87% of portfolio

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

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