A detailed history of Wipfli Financial Advisors Llc, transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 2,787 shares of QQQ stock, worth $1.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,787
Previous 1,029 170.85%
Holding current value
$1.41 Million
Previous $288,000 159.03%
% of portfolio
0.05%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022

BUY
$267.26 - $333.06 $469,843 - $585,519
1,758 Added 170.85%
2,787 $746,000
Q2 2022

Jul 07, 2022

SELL
$271.39 - $369.3 $246,693 - $335,693
-909 Reduced 46.9%
1,029 $288,000
Q1 2022

Apr 22, 2022

BUY
$318.17 - $401.68 $83,360 - $105,240
262 Added 15.63%
1,938 $702,000
Q4 2021

Jan 28, 2022

BUY
$352.62 - $403.99 $24,683 - $28,279
70 Added 4.36%
1,676 $666,000
Q3 2021

Oct 13, 2021

SELL
$354.57 - $382.11 $1,772 - $1,910
-5 Reduced 0.31%
1,606 $574,000
Q2 2021

Jul 29, 2021

SELL
$316.89 - $354.99 $8,239 - $9,229
-26 Reduced 1.59%
1,611 $570,000
Q1 2021

May 06, 2021

SELL
$299.94 - $336.45 $587,882 - $659,442
-1,960 Reduced 54.49%
1,637 $522,000
Q4 2020

Feb 02, 2021

BUY
$269.38 - $313.74 $968,959 - $1.13 Million
3,597 New
3,597 $1.13 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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