Lwm Advisors Inc Invesco Qqq Trust, Series 1 Transaction History

Lwm Advisors Inc

  • $114 Billion
  • Q4 2025

A detailed history of Lwm Advisors Inc transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Lwm Advisors Inc holds 577 shares of QQQ stock, worth $348,311. This represents 0.31% of its overall portfolio holdings.

Number of Shares
577
Previous 515 12.04%
Holding current value
$348,311
Previous $309 Million 14.64%
% of portfolio
0.31%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$589.5 - $635.77 $36,549 - $39,417
62 Added 12.04%
577 $354 Million
Q1 2025

May 13, 2025
BUY
$468.34 - $539.52 $36,998 - $42,622
79 Added 18.12%
515 $251 Million
Q4 2024

May 13, 2025
BUY
$481.22 - $538.17 $209,811 - $234,642
436 New
436 $223 Million

Others Institutions Holding QQQ

# of Institutions
4,282
Shares Held
248M
Call Options Held
191M
Put Options Held
339M
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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