Mark Sheptoff Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 324 shares of QQQM stock, worth $81,210. This represents 0.04% of its overall portfolio holdings.
Number of Shares
324
Previous 217
49.31%
Holding current value
$81,210
Previous $49,000
63.27%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding QQQM
# of Institutions
1,133Shares Held
113MCall Options Held
920KPut Options Held
751K-
Invesco Ltd. Atlanta, GA11.2MShares$2.8 Billion0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.77MShares$2.45 Billion0.75% of portfolio
-
Envestnet Asset Management Inc7.49MShares$1.88 Billion0.57% of portfolio
-
Morgan Stanley New York, NY4.82MShares$1.21 Billion0.07% of portfolio
-
First Command Advisory Services, Inc.4.78MShares$1.2 Billion8.63% of portfolio