A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,378 shares of QQQ stock, worth $720,087. This represents 0.75% of its overall portfolio holdings.

Number of Shares
1,378
Previous 1,378 -0.0%
Holding current value
$720,087
Previous $660 Million 1.87%
% of portfolio
0.75%
Previous 1.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$414.65 - $485.21 $19,073 - $22,319
-46 Reduced 3.23%
1,378 $660 Million
Q1 2024

May 15, 2024

BUY
$396.28 - $446.38 $114,921 - $129,450
290 Added 25.57%
1,424 $632 Million
Q4 2023

Feb 13, 2024

BUY
$343.66 - $411.5 $389,710 - $466,641
1,134 New
1,134 $464 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


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

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.