Heritage Oak Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,125 shares of QQQM stock, worth $1.75 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
8,125Holding current value
$1.75 Million% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding QQQM
# of Institutions
810Shares Held
92.2MCall Options Held
697KPut Options Held
94K-
Invesco Ltd. Atlanta, GA8.15MShares$1.76 Billion0.33% of portfolio
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Envestnet Asset Management Inc7.57MShares$1.63 Billion0.5% of portfolio
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Lpl Financial LLC Fort Mill, SC6.45MShares$1.39 Billion0.59% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX6.2MShares$1.34 Billion1.7% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L36.18MShares$1.33 Billion10.98% of portfolio