Cyndeo Wealth Partners, LLC Invesco Qqq Trust, Series 1 Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

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 3,357 shares of QQQ stock, worth $1.73 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,357

Previous 2,881 16.52%

Holding current value

$1.73 Million

Previous $1.41 Million 22.05%

% of portfolio

0.12%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$481.22 - $538.17 $229,060 - $256,168	476 Added 16.52%	3,357 $1.72 Million
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

# of Institutions

3,572

Shares Held

223M

Call Options Held

158M

Put Options Held

357M

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Cyndeo Wealth Partners, LLC Invesco Qqq Trust, Series 1 Transaction History