Yardley Wealth Management LLC Invesco Qqq Trust, Series 1 Transaction History

Yardley Wealth Management LLC

  • $164 Million
  • Q3 2025

A detailed history of Yardley Wealth Management LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Yardley Wealth Management LLC holds 789 shares of QQQ stock, worth $476,287. This represents 0.29% of its overall portfolio holdings.

Number of Shares
789
Previous 791 0.25%
Holding current value
$476,287
Previous $436,000 8.49%
% of portfolio
0.29%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$546.99 - $602.2 $1,093 - $1,204
-2 Reduced 0.25%
789 $473,000
Q2 2025

Jul 22, 2025
BUY
$416.06 - $551.64 $9,153 - $12,136
22 Added 2.86%
791 $436,000
Q1 2025

Apr 25, 2025
SELL
$468.34 - $539.52 $63,225 - $72,835
-135 Reduced 14.93%
769 $361,000
Q3 2024

Nov 08, 2024
BUY
$434.77 - $502.96 $393,032 - $454,675
904 New
904 $441,000

Others Institutions Holding QQQ

# of Institutions
4,261
Shares Held
249M
Call Options Held
217M
Put Options Held
364M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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