Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,981 shares of EQWL stock, worth $1.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

14,981

Previous 16,550 9.48%

Holding current value

$1.6 Million

Previous $1.69 Billion 9.51%

% of portfolio

0.12%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$101.22 - $107.72 $158,814 - $169,012	-1,569 Reduced 9.48%	14,981 $1.53 Billion
Q3 2024 Oct 21, 2024	SELL	$93.07 - $102.32 $52,491 - $57,708	-564 Reduced 3.3%	16,550 $1.69 Billion
Q2 2024 Jul 09, 2024	BUY	$90.17 - $95.04 $588,629 - $620,421	6,528 Added 61.67%	17,114 $1.62 Billion
Q1 2024 Apr 15, 2024	BUY	$86.61 - $94.89 $68,075 - $74,583	786 Added 8.02%	10,586 $1 Billion
Q4 2023 Jan 16, 2024	BUY	$74.98 - $87.87 $734,804 - $861,126	9,800 New	9,800 $858 Million

Others Institutions Holding EQWL

# of Institutions

110

Shares Held

4.01M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
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Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History