Mark Sheptoff Financial Planning, LLC First Tr Nasdaq 100 Equal Weig Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in First Tr Nasdaq 100 Equal Weig stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 105 shares of QQEW stock, worth $13,101. This represents 0.01% of its overall portfolio holdings.
Number of Shares
105
Previous 605
82.64%
Holding current value
$13,101
Previous $74,000
82.43%
% of portfolio
0.01%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding QQEW
# of Institutions
239Shares Held
10.3MCall Options Held
2.6KPut Options Held
0-
Morgan Stanley New York, NY1.77MShares$221 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.13MShares$141 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL782KShares$97.6 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC763KShares$95.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC334KShares$41.6 Million0.0% of portfolio