Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Fiduciary Planning LLC

  • $212 Million
  • Q1 2024

A detailed history of Fiduciary Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 288,855 shares of EQWL stock, worth $27.9 Million. This represents 12.91% of its overall portfolio holdings.

Number of Shares
288,855
Previous 281,710 2.54%
Holding current value
$27.9 Million
Previous $24.7 Million 11.12%
% of portfolio
12.91%
Previous 13.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$86.61 - $94.89 $618,828 - $677,989
7,145 Added 2.54%
288,855 $27.4 Million
Q4 2023

Jan 25, 2024
BUY
$74.98 - $87.87 $14.6 Million - $17.1 Million
194,321 Added 222.36%
281,710 $24.7 Million
Q3 2023

Oct 26, 2023
BUY
$78.31 - $84.42 $6.84 Million - $7.38 Million
87,389 New
87,389 $6.87 Million

Others Institutions Holding EQWL

# of Institutions
98
Shares Held
3.49M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email