Heritage Wealth Management, Inc. /Ca/ Invesco Qqq Trust, Series 1 Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 2,313 shares of QQQ stock, worth $1.21 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
2,313
Previous 2,255 2.57%
Holding current value
$1.21 Million
Previous $1.08 Billion 4.49%
% of portfolio
0.8%
Previous 0.79%

Shares

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

Oct 18, 2024
BUY
$434.77 - $502.96 $25,216 - $29,171
58 Added 2.57%
2,313 $1.13 Billion
Q2 2024

Jul 25, 2024
SELL
$414.65 - $485.21 $147,615 - $172,734
-356 Reduced 13.63%
2,255 $1.08 Billion
Q1 2024

May 06, 2024
BUY
$396.28 - $446.38 $110,562 - $124,540
279 Added 11.96%
2,611 $1.16 Billion
Q4 2023

Feb 14, 2024
BUY
$343.66 - $411.5 $801,415 - $959,618
2,332 New
2,332 $955 Million

Others Institutions Holding QQQ

# of Institutions
3,637
Shares Held
227M
Call Options Held
159M
Put Options Held
356M
View Full List

About INVESCO QQQ TRUST, SERIES 1

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

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ 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 Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email