Morton Brown Family Wealth, LLC Invesco Qqq Trust, Series 1 Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 3,016 shares of QQQ stock, worth $1.5 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,016
Previous 3,219 6.31%
Holding current value
$1.5 Million
Previous $1.57 Million 1.91%
% of portfolio
0.54%
Previous 0.56%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$481.22 - $538.17 $97,687 - $109,248
-203 Reduced 6.31%
3,016 $1.54 Million
Q3 2024

Oct 24, 2024
BUY
$434.77 - $502.96 $9,564 - $11,065
22 Added 0.69%
3,219 $1.57 Million
Q2 2024

Jul 30, 2024
SELL
$414.65 - $485.21 $4,146 - $4,852
-10 Reduced 0.31%
3,197 $1.53 Million
Q1 2024

Apr 23, 2024
BUY
$396.28 - $446.38 $11,888 - $13,391
30 Added 0.94%
3,207 $1.42 Million
Q4 2023

Jan 26, 2024
BUY
$343.66 - $411.5 $57,391 - $68,720
167 Added 5.55%
3,177 $1.3 Million
Q3 2023

Oct 18, 2023
BUY
$354.21 - $385.74 $193,752 - $210,999
547 Added 22.21%
3,010 $1.08 Million
Q2 2023

Jul 25, 2023
SELL
$309.99 - $370.26 $3,409 - $4,072
-11 Reduced 0.44%
2,463 $909,000
Q1 2023

Apr 25, 2023
BUY
$261.58 - $320.93 $63,563 - $77,985
243 Added 10.89%
2,474 $793,000
Q3 2022

Oct 31, 2022
BUY
$267.26 - $333.06 $267 - $333
1 Added 0.04%
2,231 $596,000
Q2 2022

Jul 21, 2022
SELL
$271.39 - $369.3 $24,153 - $32,867
-89 Reduced 3.84%
2,230 $625,000
Q1 2022

Apr 20, 2022
SELL
$318.17 - $401.68 $84,951 - $107,248
-267 Reduced 10.32%
2,319 $841,000
Q4 2021

Feb 11, 2022
BUY
$352.62 - $403.99 $911,875 - $1.04 Million
2,586 New
2,586 $1.03 Million

Others Institutions Holding QQQ

# of Institutions
3,873
Shares Held
245M
Call Options Held
182M
Put Options Held
328M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email