Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PIN OAK INVESTMENT ADVISORS INC | ETF | 4201 | $80,000 | 196 | 0.08 | 0.16 | -206 | -51.24 | 12-31-2023 |
| KEENER FINANCIAL PLANNING LLC | UNIT SER 1 | 4202 | $84,000 | 189 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
| SOURCE FINANCIAL ADVISORS LLC | UNIT SER 1 | 4203 | $83,474 | 188 | 0.00 | 0.00 | -7,502 | -97.56 | 03-31-2024 |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC | UNIT SER 1 | 4204 | $76,580 | 187 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
