Next Level Wealth Planning, LLC Invesco Qqq Trust, Series 1 Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 589 shares of QQQ stock, worth $355,555. This represents 0.2% of its overall portfolio holdings.

Number of Shares
589
Previous 595 1.01%
Holding current value
$355,555
Previous $328 Million 7.76%
% of portfolio
0.2%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$546.99 - $602.2 $3,281 - $3,613
-6 Reduced 1.01%
589 $354 Million
Q2 2025

Jul 22, 2025
BUY
$416.06 - $551.64 $13,313 - $17,652
32 Added 5.68%
595 $328 Million
Q4 2024

Jan 30, 2025
BUY
$481.22 - $538.17 $270,926 - $302,989
563 New
563 $288 Million

Others Institutions Holding QQQ

# of Institutions
4,268
Shares Held
248M
Call Options Held
191M
Put Options Held
338M
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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