Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MARBLE HARBOR INVESTMENT COUNSEL LLC | UNIT SER 1 | 2651 | $1,144,608 | 2,795 | 0.00 | 0.00 | 500 | 21.79 | 12-31-2023 |
| LONG RUN WEALTH ADVISORS LLC | UNIT SER 1 | 2652 | $1,141,332 | 2,787 | 0.00 | 0.00 | 709 | 34.12 | 12-31-2023 |
| WIPFLI FINANCIAL ADVISORS LLC | UNIT SER 1 | 2653 | $746,000 | 2,787 | 0.05 | 0.00 | 1,758 | 170.85 | 09-30-2022 |
| BREED'S HILL CAPITAL LLC | UNIT SER 1 | 2654 | $1,236,569 | 2,785 | 0.00 | 2,785 | +Inf | 03-31-2024 |
