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QQQ

5 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in Invesco QQQ Trust, Series 1

No. Dynasty Wealth Management exited its QQQ position in Q4 2024. Its Q3 2024 13F listed 29,048 shares worth $1.3M. Dynasty Wealth Management first reported QQQ in Q2 2018 and held it in 3 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$223,000

Total Shares Change

-1,301

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q4
Latest
Exited
0
-100.0%
$00.0%$506.92
0
2024-Q3
New
29,048
-
$1.3M0.0%$483.18
35
2018-Q4
Exited
0
-100.0%
$00.0%$147.13
0
2018-Q3
Unchanged
1,301
0.0%
$242,0000.3%$176.70
0
2018-Q2
New
1,301
-
$223,0000.5%$162.96
38

Other major holders of QQQ: Morgan Stanley, Bank of America Corp.

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