Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MGB WEALTH MANAGEMENT LLC | UNIT SER 1 | 1101 | $11,914,232 | 26,829 | 0.00 | 0.01 | 211 | 0.79 | 03-31-2024 |
| SUMMIT FINANCIAL LLC | ETF | 1102 | $11,916,391 | 26,804 | 0.00 | 0.00 | 11,941 | 80.34 | 03-31-2024 |
| B&D WHITE CAPITAL COMPANY LLC | UNIT SER 1 | 1103 | $11,899,024 | 26,799 | 0.00 | 0.00 | 29 | 0.11 | 03-31-2024 |
| BERNARDO WEALTH PLANNING LLC | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 675 | 2.59 | 12-31-2023 |
