Forvis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,019 shares of QQQM stock, worth $506,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,019
Previous 2,019 -0.0%
Holding current value
$506,062
Previous $458,000 8.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
SELL
$198.04 - $221.51 $6,139 - $6,866
-31 Reduced 1.51%
2,019 $424,000
Q4 2023

Jan 11, 2024
BUY
$141.26 - $169.35 $289,583 - $347,167
2,050 New
2,050 $345,000

Others Institutions Holding QQQM

# of Institutions
1,137
Shares Held
113M
Call Options Held
920K
Put Options Held
735K
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 Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email