Heritage Oak Wealth Advisors LLC Invesco Qqq Trust, Series 1 Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 29,036 shares of QQQ stock, worth $17.5 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares
29,036
Previous 28,710 1.14%
Holding current value
$17.5 Million
Previous $15.8 Billion 10.07%
% of portfolio
6.33%
Previous 6.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$546.99 - $602.2 $178,318 - $196,317
326 Added 1.14%
29,036 $17.4 Billion
Q2 2025

Jul 15, 2025
BUY
$416.06 - $551.64 $11.9 Million - $15.8 Million
28,710 New
28,710 $15.8 Billion
Q3 2024

Oct 23, 2024
BUY
$434.77 - $502.96 $7.06 Million - $8.17 Million
16,234 New
16,234 $7.92 Billion

Others Institutions Holding QQQ

# of Institutions
4,265
Shares Held
248M
Call Options Held
191M
Put Options Held
338M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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