Able Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Able Wealth Management LLC

$169 Billion
Q1 2025

A detailed history of Able Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 66,038 shares of EQWL stock, worth $7.05 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares

66,038

Previous 60,497 9.16%

Holding current value

$7.05 Million

Previous $6.19 Billion 10.02%

% of portfolio

4.02%

Previous 4.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$100.56 - $108.28 $557,202 - $599,979	5,541 Added 9.16%	66,038 $6.81 Billion
Q4 2024 Feb 03, 2025	BUY	$101.22 - $107.72 $580,496 - $617,774	5,735 Added 10.47%	60,497 $6.19 Billion
Q3 2024 Nov 01, 2024	BUY	$93.07 - $102.32 $649,070 - $713,579	6,974 Added 14.59%	54,762 $5.6 Billion
Q2 2024 Nov 01, 2024	BUY	$90.17 - $95.04 $198,554 - $209,278	2,202 Added 4.83%	47,788 $4.52 Billion
Q1 2024 Nov 01, 2024	BUY	$86.61 - $94.89 $1.06 Million - $1.16 Million	12,226 Added 36.65%	45,586 $4.33 Billion
Q4 2023 Feb 20, 2024	BUY	$74.98 - $87.87 $2.5 Million - $2.93 Million	33,360 New	33,360 $2.92 Billion

Others Institutions Holding EQWL

# of Institutions

135

Shares Held

5.56M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
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Able Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History