A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 104,088 shares of QQQM stock, worth $22.7 Million. This represents 6.95% of its overall portfolio holdings.

Number of Shares
104,088
Previous 116,925 10.98%
Holding current value
$22.7 Million
Previous $23 Billion 9.29%
% of portfolio
6.95%
Previous 8.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$178.94 - $207.0 $2.3 Million - $2.66 Million
-12,837 Reduced 10.98%
104,088 $20.9 Billion
Q2 2024

Jul 26, 2024

BUY
$170.63 - $199.67 $2.55 Million - $2.98 Million
14,926 Added 14.63%
116,925 $23 Billion
Q1 2024

Apr 12, 2024

SELL
$163.11 - $183.59 $18,594 - $20,929
-114 Reduced 0.11%
101,999 $18.6 Billion
Q4 2023

Jan 12, 2024

BUY
$141.26 - $169.35 $3.53 Million - $4.23 Million
24,984 Added 32.39%
102,113 $17.2 Billion
Q3 2023

Oct 05, 2023

BUY
$145.69 - $158.7 $2.81 Million - $3.06 Million
19,299 Added 33.37%
77,129 $11.4 Billion
Q2 2023

Jul 13, 2023

BUY
$127.48 - $152.29 $1.46 Million - $1.74 Million
11,439 Added 24.66%
57,830 $8.79 Billion
Q1 2023

Apr 21, 2023

BUY
$107.7 - $132.01 $1.98 Million - $2.43 Million
18,423 Added 65.87%
46,391 $6.12 Billion
Q4 2022

Apr 21, 2023

BUY
$107.0 - $120.86 $2.99 Million - $3.38 Million
27,968 New
27,968 $3.06 Billion

Others Institutions Holding QQQM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. 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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.