Wealth Enhancement & Preservation Of Ga, LLC Invesco Qqq Trust, Series 1 Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 02, 2022	SELL	$352.62 - $403.99 $4.12 Million - $4.72 Million	-11,689 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$354.57 - $382.11 $4.14 Million - $4.47 Million	11,689 New	11,689 $4.18 Million
Q1 2020 Apr 27, 2020	SELL	$169.3 - $236.98 $299,999 - $419,928	-1,772 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$184.05 - $213.79 $326,136 - $378,835	1,772 New	1,772 $377,000

Others Institutions Holding QQQ

# of Institutions

3,298

Shares Held

247M

Call Options Held

174M

Put Options Held

371M

Morgan Stanley New York, NY

24.2M
Shares

$12 Billion
0.87% of portfolio
Bank Of America Corp Charlotte, NC

12.5M
Shares

$6.2 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

8.49M
Shares

$4.21 Billion
2.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.41M
Shares

$4.17 Billion
0.91% of portfolio
Goldman Sachs Group Inc New York, NY

6.97M
Shares

$3.46 Billion
0.56% of portfolio

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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