Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LUMATURE WEALTH PARTNERS LLC | UNIT SER 1 | 4101 | $144,813 | 392 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| WEALTHSTREET INVESTMENT ADVISORS LLC | UNIT SER 1 | 4102 | $140,000 | 385 | 3.77 | 3.77 | 0 | 0.00 | 03-31-2022 |
| LEVEL FINANCIAL ADVISORS INC | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HIGHMARK WEALTH MANAGEMENT LLC | UNIT SER 1 | 4104 | $134,900 | 377 | 0.00 | 0.00 | -128 | -25.35 | 09-30-2023 |
