Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | Com | 2251 | $1,964,467 | 4,797 | 0.00 | 4,797 | +Inf | 12-31-2023 | |
| OXFORD FINANCIAL GROUP LTD LLC | UNIT SER 1 | 2252 | $2,126,057 | 4,788 | 0.00 | 0.00 | 1,512 | 46.15 | 03-31-2024 |
| ROOT FINANCIAL PARTNERS LLC | UNIT SER 1 | 2253 | $2,123,250 | 4,782 | 0.00 | 0.00 | 514 | 12.04 | 03-31-2024 |
| INVESTMENT ADVISORY GROUP LLC | UNIT SER 1 | 2254 | $2,121,194 | 4,777 | 0.00 | 0.00 | 435 | 10.02 | 03-31-2024 |
