Able Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
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 54,762 shares of EQWL stock, worth $5.83 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
54,762
Previous 47,788
14.59%
Holding current value
$5.83 Million
Previous $4.52 Billion
24.08%
% of portfolio
4.25%
Previous 3.72%
Shares
4 transactions
Others Institutions Holding EQWL
# of Institutions
108Shares Held
3.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC680KShares$72.4 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL407KShares$43.3 Million0.09% of portfolio
-
Morgan Stanley New York, NY359KShares$38.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC203KShares$21.7 Million0.0% of portfolio
-
Fiduciary Planning LLC Coral Springs, FL192KShares$20.4 Million8.92% of portfolio