Wealth Quarterback LLC First Tr Nasdaq 100 Ex Techno Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$43.76 - $62.87 $93,908 - $134,919	-2,146 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$52.14 - $58.61 $111,892 - $125,777	2,146 New	2,146 $0

Others Institutions Holding QQXT

# of Institutions

41

Shares Held

1.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

224K
Shares

$21.5 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

194K
Shares

$18.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

169K
Shares

$16.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

117K
Shares

$11.2 Million
0.01% of portfolio
Kestra Private Wealth Services, LLC

76.9K
Shares

$7.38 Million
0.14% of portfolio

About FIRST TR NASDAQ -100 EX-TECHNO

Ticker QQXT
Sector ETFs
Industry ETFs

More about QQXT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Quarterback LLC with notifications on news.