Rooted Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 36,717 shares of QQQM stock, worth $9.2 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
36,717
Previous 31,847
15.29%
Holding current value
$9.2 Million
Previous $7.23 Million
25.46%
% of portfolio
2.95%
Previous 2.63%
Shares
9 transactions
Others Institutions Holding QQQM
# of Institutions
1,142Shares Held
114MCall Options Held
920KPut Options Held
735K-
Invesco Ltd. Atlanta, GA11.2MShares$2.8 Billion0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.77MShares$2.45 Billion0.75% of portfolio
-
Envestnet Asset Management Inc7.49MShares$1.88 Billion0.57% of portfolio
-
Morgan Stanley New York, NY4.82MShares$1.21 Billion0.07% of portfolio
-
First Command Advisory Services, Inc.4.78MShares$1.2 Billion8.63% of portfolio