Leicht Financial Planning & Wealth Management, Inc. Invesco Qqq Trust, Series 1 Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Oct 28, 2022	SELL	$271.39 - $369.3 $1.15 Million - $1.57 Million	-4,243 Reduced 50.0%	4,243 $1.19 Million
Q2 2022 Jul 13, 2022	SELL	$271.39 - $369.3 $1.55 Million - $2.1 Million	-5,698 Reduced 40.17%	8,486 $1.21 Million
Q1 2022 Apr 26, 2022	BUY	$318.17 - $401.68 $167,039 - $210,882	525 Added 3.84%	14,184 $5.14 Million
Q4 2021 Feb 11, 2022	BUY	$352.62 - $403.99 $91,328 - $104,633	259 Added 1.93%	13,659 $5.43 Million
Q3 2021 Oct 22, 2021	SELL	$354.57 - $382.11 $266,991 - $287,728	-753 Reduced 5.32%	13,400 $4.95 Million
Q2 2021 Jul 23, 2021	BUY	$316.89 - $354.99 $156,226 - $175,010	493 Added 3.61%	14,153 $5.1 Million
Q1 2021 Apr 20, 2021	SELL	$299.94 - $336.45 $4.1 Million - $4.6 Million	-13,660 Reduced 50.0%	13,660 $4.36 Million
Q1 2021 Apr 19, 2021	BUY	$299.94 - $336.45 $4.6 Million - $5.16 Million	15,326 Added 127.78%	27,320 $4.36 Million
Q4 2020 Jan 22, 2021	BUY	$269.38 - $313.74 $407,033 - $474,061	1,511 Added 14.41%	11,994 $3.76 Million
Q3 2020 Oct 19, 2020	BUY	$250.49 - $302.76 $571,367 - $690,595	2,281 Added 27.81%	10,483 $2.91 Million
Q2 2020 Jul 10, 2020	BUY	$182.31 - $248.84 $1.5 Million - $2.04 Million	8,202 New	8,202 $2 Million

Others Institutions Holding QQQ

# of Institutions

3,518

Shares Held

255M

Call Options Held

158M

Put Options Held

357M

International Assets Investment Management, LLC Orlando, FL

32.6M
Shares

$16.7 Billion
0.18% of portfolio
Morgan Stanley New York, NY

17.9M
Shares

$9.16 Billion
0.65% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$6.1 Billion
0.49% of portfolio
Lpl Financial LLC Fort Mill, SC

9.01M
Shares

$4.6 Billion
2.02% of portfolio
Wells Fargo & Company San Francisco, CA

7.75M
Shares

$3.96 Billion
0.87% of portfolio

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

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