Halpern Financial, Inc. Invesco Exchange Traded Fd Tr Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Halpern Financial, Inc. holds 1,275 shares of EQWL stock, worth $129,998. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,275
Previous 1,275
-0.0%
Holding current value
$129,998
Previous $120 Million
7.5%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding EQWL
# of Institutions
108Shares Held
3.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC680KShares$69.3 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL407KShares$41.5 Million0.09% of portfolio
-
Morgan Stanley New York, NY359KShares$36.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC203KShares$20.7 Million0.0% of portfolio
-
Fiduciary Planning LLC Coral Springs, FL192KShares$19.6 Million8.92% of portfolio