Lord & Richards Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 2,969 shares of QQQM stock, worth $744,179. This represents 0.67% of its overall portfolio holdings.

Number of Shares
2,969
Previous 2,738 8.44%
Holding current value
$744,179
Previous $622 Million 18.0%
% of portfolio
0.67%
Previous 0.65%

Shares

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

Nov 04, 2025
BUY
$225.11 - $247.9 $52,000 - $57,264
231 Added 8.44%
2,969 $734 Million
Q2 2025

Aug 05, 2025
BUY
$171.4 - $227.1 $281,096 - $372,444
1,640 Added 149.36%
2,738 $622 Million
Q1 2025

May 02, 2025
BUY
$192.82 - $222.1 $211,716 - $243,865
1,098 New
1,098 $212 Million

Others Institutions Holding QQQM

# of Institutions
1,133
Shares Held
113M
Call Options Held
920K
Put Options Held
751K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
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