A detailed history of Wetzel Investment Advisors, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 1,801 shares of QQQ stock, worth $954,457. This represents 0.45% of its overall portfolio holdings.

Number of Shares
1,801
Previous 2,194 17.91%
Holding current value
$954,457
Previous $1.05 Million 16.37%
% of portfolio
0.45%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$434.77 - $502.96 $170,864 - $197,663
-393 Reduced 17.91%
1,801 $879,000
Q2 2024

Aug 07, 2024

BUY
$414.65 - $485.21 $41,465 - $48,521
100 Added 4.78%
2,194 $1.05 Million
Q1 2024

Apr 23, 2024

SELL
$396.28 - $446.38 $36,457 - $41,066
-92 Reduced 4.21%
2,094 $929,000
Q4 2023

Jan 31, 2024

BUY
$343.66 - $411.5 $751,240 - $899,539
2,186 New
2,186 $895,000

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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