Montag A & Associates Inc First Tr Nasdaq 100 Equal Weig Transaction History

Montag A & Associates Inc

$2.08 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$95.58 - $118.3 $573 - $709	-6 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$97.37 - $108.6 $584 - $651	6 New	6 $1,000

Others Institutions Holding QQEW

# of Institutions

259

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.6M
Shares

$196 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.12M
Shares

$137 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

954K
Shares

$117 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

856K
Shares

$105 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

782K
Shares

$95.9 Million
0.06% of portfolio

About FIRST TR NASDAQ 100 EQUAL WEIG

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