A detailed history of Heritage Wealth Management, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 697 shares of QQQ stock, worth $369,382. This represents 0.11% of its overall portfolio holdings.

Number of Shares
697
Previous 585 19.15%
Holding current value
$369,382
Previous $290 Million 17.2%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 31, 2024

BUY
$434.77 - $502.96 $48,694 - $56,331
112 Added 19.15%
697 $340 Million
Q2 2024

Sep 09, 2024

BUY
$414.65 - $485.21 $242,570 - $283,847
585 New
585 $290 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. 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 Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.