A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,881 shares of QQQ stock, worth $1.53 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,881
Previous 1,559 84.8%
Holding current value
$1.53 Million
Previous $746,000 88.47%
% of portfolio
0.1%
Previous 0.06%

Shares

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

Oct 18, 2024

BUY
$434.77 - $502.96 $574,765 - $664,913
1,322 Added 84.8%
2,881 $1.41 Million
Q2 2024

Jul 30, 2024

BUY
$414.65 - $485.21 $221,423 - $259,102
534 Added 52.1%
1,559 $746,000
Q1 2024

Apr 16, 2024

SELL
$396.28 - $446.38 $53,497 - $60,261
-135 Reduced 11.64%
1,025 $455,000
Q3 2023

Oct 10, 2023

BUY
$354.21 - $385.74 $111,221 - $121,122
314 Added 37.12%
1,160 $415,000
Q1 2023

Apr 21, 2023

SELL
$261.58 - $320.93 $3,400 - $4,172
-13 Reduced 1.51%
846 $271,000
Q4 2022

Jan 25, 2023

BUY
$260.1 - $293.72 $223,425 - $252,305
859 New
859 $0

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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