Bernardo Wealth Planning LLC First Tr Nasdaq 100 Equal Weig Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$97.37 - $108.6 $827,645 - $923,100	-8,500 Closed	0 $0
Q3 2020 Oct 23, 2020	BUY	$80.22 - $91.6 $681,870 - $778,600	8,500 New	8,500 $734,000

Others Institutions Holding QQEW

# of Institutions

246

Shares Held

11.4M

Call Options Held

2.6K

Put Options Held

0

Morgan Stanley New York, NY

1.77M
Shares

$233 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.13M
Shares

$149 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

954K
Shares

$126 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

782K
Shares

$103 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

763K
Shares

$101 Million
0.04% of portfolio

About FIRST TR NASDAQ 100 EQUAL WEIG

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