Kiley Juergens Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 53,675 shares of QQQ stock, worth $28 Million. This represents 7.05% of its overall portfolio holdings.

Number of Shares
53,675
Previous 54,107 0.8%
Holding current value
$28 Million
Previous $25.9 Million 1.06%
% of portfolio
7.05%
Previous 7.47%

Shares

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

Oct 15, 2024
SELL
$434.77 - $502.96 $187,820 - $217,278
-432 Reduced 0.8%
53,675 $26.2 Million
Q2 2024

Jul 23, 2024
BUY
$414.65 - $485.21 $19,073 - $22,319
46 Added 0.09%
54,107 $25.9 Million
Q1 2024

Apr 18, 2024
BUY
$396.28 - $446.38 $59,838 - $67,403
151 Added 0.28%
54,061 $24 Million
Q4 2023

Jan 30, 2024
BUY
$343.66 - $411.5 $6,873 - $8,230
20 Added 0.04%
53,910 $22.1 Million
Q3 2023

Oct 17, 2023
SELL
$354.21 - $385.74 $47,818 - $52,074
-135 Reduced 0.25%
53,890 $19.3 Million
Q2 2023

Jul 26, 2023
SELL
$309.99 - $370.26 $56,728 - $67,757
-183 Reduced 0.34%
54,025 $20 Million
Q1 2023

May 02, 2023
BUY
$261.58 - $320.93 $19,618 - $24,069
75 Added 0.14%
54,208 $17.4 Million
Q4 2022

Feb 06, 2023
BUY
$260.1 - $293.72 $14.1 Million - $15.9 Million
54,133 New
54,133 $14.4 Million
Q2 2022

Jul 29, 2022
SELL
$271.39 - $369.3 $11.7 Million - $15.9 Million
-43,118 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$318.17 - $401.68 $4.14 Million - $5.22 Million
-13,007 Reduced 23.18%
43,118 $15.6 Million
Q1 2022

Apr 12, 2022
BUY
$318.17 - $401.68 $18,135 - $22,895
57 Added 0.1%
56,125 $20.3 Million
Q4 2021

Jan 20, 2022
BUY
$352.62 - $403.99 $5,994 - $6,867
17 Added 0.03%
56,068 $22.3 Million
Q3 2021

Oct 13, 2021
BUY
$354.57 - $382.11 $26,238 - $28,276
74 Added 0.13%
56,051 $20.1 Million
Q2 2021

Jul 22, 2021
SELL
$316.89 - $354.99 $176,824 - $198,084
-558 Reduced 0.99%
55,977 $19.8 Million
Q1 2021

Apr 29, 2021
SELL
$299.94 - $336.45 $484,703 - $543,703
-1,616 Reduced 2.78%
56,535 $18 Million
Q4 2020

Jan 19, 2021
SELL
$269.38 - $313.74 $62,765 - $73,101
-233 Reduced 0.4%
58,151 $18.2 Million
Q3 2020

Oct 23, 2020
BUY
$250.49 - $302.76 $14.6 Million - $17.7 Million
58,384 New
58,384 $16.2 Million

Others Institutions Holding QQQ

# of Institutions
3,518
Shares Held
255M
Call Options Held
158M
Put Options Held
357M
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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