Comprehensive Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 3,472 shares of QQQM stock, worth $765,957. This represents 0.56% of its overall portfolio holdings.

Number of Shares
3,472
Previous 3,438 0.99%
Holding current value
$765,957
Previous $690,000 5.8%
% of portfolio
0.56%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$198.04 - $221.51 $6,733 - $7,531
34 Added 0.99%
3,472 $730,000
Q3 2024

Nov 06, 2024
BUY
$178.94 - $207.0 $26,125 - $30,222
146 Added 4.43%
3,438 $690,000
Q2 2024

Aug 13, 2024
BUY
$170.63 - $199.67 $561,713 - $657,313
3,292 New
3,292 $648,000

Others Institutions Holding QQQM

# of Institutions
871
Shares Held
98.1M
Call Options Held
782K
Put Options Held
138K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC 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 Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email