Ridgeline Wealth Planning, LLC Invesco Qqq Trust, Series 1 Transaction History

Ridgeline Wealth Planning, LLC

  • $133 Billion
  • Q3 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 11,240 shares of QQQ stock, worth $6.79 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares
11,240
Previous 10,998 2.2%
Holding current value
$6.79 Million
Previous $6.07 Billion 11.23%
% of portfolio
5.07%
Previous 4.99%

Shares

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

Oct 29, 2025
BUY
$546.99 - $602.2 $132,371 - $145,732
242 Added 2.2%
11,240 $6.75 Billion
Q2 2025

Jul 24, 2025
BUY
$416.06 - $551.64 $546,702 - $724,854
1,314 Added 13.57%
10,998 $6.07 Billion
Q1 2025

Apr 30, 2025
BUY
$468.34 - $539.52 $73,529 - $84,704
157 Added 1.65%
9,684 $4.54 Billion
Q4 2024

Jan 29, 2025
BUY
$481.22 - $538.17 $4.58 Million - $5.13 Million
9,527 New
9,527 $4.87 Billion

Others Institutions Holding QQQ

# of Institutions
4,263
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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