INVESCO QQQ TR

Ticker: QQQ CUSIP: 46090E103 Class: ETF

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,160 Value ($000) $3,170 Avg Close — Range —
Q3 2025
Shares 5,074 Value ($000) $3,046 Avg Close — Range —
Q2 2025
Shares 4,987 Value ($000) $2,751 Avg Close — Range —
Q1 2025
Shares 5,621 Value ($000) $2,638 Avg Close — Range —
Q4 2024
Shares 5,415 Value ($000) $2,768 Avg Close — Range —
Q3 2024
Shares 5,755 Value ($000) $2,809 Avg Close — Range —
Q2 2024
Shares 6,555 Value ($000) $2,575 Avg Close — Range —
Q1 2024
Shares 4,452 Value ($000) $1,949 Avg Close — Range —
Q4 2023
Shares 4,653 Value ($000) $1,906 Avg Close — Range —
Q3 2023
Shares 1,464 Value ($000) $526 Avg Close — Range —
Q2 2023
Shares 1,766 Value ($000) $650 Avg Close — Range —
Q1 2023
Shares 1,748 Value ($000) $560 Avg Close — Range —
Q4 2022
Shares 1,793 Value ($000) $488 Avg Close — Range —
Q3 2022
Shares 1,975 Value ($000) $539 Avg Close — Range —
Q2 2022
Shares 2,142 Value ($000) $605 Avg Close — Range —
Q1 2022
Shares 2,155 Value ($000) $780 Avg Close — Range —
Q4 2021
Shares 2,112 Value ($000) $840 Avg Close — Range —