Shade Tree Advisors LLC Invesco ETF Transaction History

Shade Tree Advisors LLC

$99.2 Billion
Q4 2024

A detailed history of Shade Tree Advisors LLC transactions in Invesco ETF stock. As of the latest transaction made, Shade Tree Advisors LLC holds 20,552 shares of EQAL stock, worth $944,980. This represents 1.0% of its overall portfolio holdings.

Number of Shares

20,552

Holding current value

$944,980

% of portfolio

1.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$48.01 - $51.95 $986,701 - $1.07 Million	20,552 New	20,552 $993 Million

Others Institutions Holding EQAL

# of Institutions

Shares Held

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

3.61M
Shares

$166 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

626K
Shares

$28.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

220K
Shares

$10.1 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

158K
Shares

$7.27 Million
0.01% of portfolio
Morgan Stanley New York, NY

131K
Shares

$6 Million
0.0% of portfolio

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Shade Tree Advisors LLC with notifications on news.

Account