A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 82,161 shares of EQWL stock, worth $8.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
82,161
Previous 77,551 5.94%
Holding current value
$8.78 Million
Previous $7.33 Million 14.71%
% of portfolio
0.06%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$93.07 - $102.32 $429,052 - $471,695
4,610 Added 5.94%
82,161 $8.41 Million
Q2 2024

Aug 09, 2024

BUY
$90.17 - $95.04 $104,236 - $109,866
1,156 Added 1.51%
77,551 $7.33 Million
Q1 2024

May 08, 2024

BUY
$86.61 - $94.89 $6.32 Million - $6.92 Million
72,951 Added 2118.21%
76,395 $7.25 Million
Q4 2023

Feb 07, 2024

BUY
$74.98 - $87.87 $20,844 - $24,427
278 Added 8.78%
3,444 $301,000
Q3 2023

Nov 07, 2023

BUY
$78.31 - $84.42 $2,349 - $2,532
30 Added 0.96%
3,166 $248,000
Q2 2023

Aug 11, 2023

BUY
$76.28 - $82.02 $239,214 - $257,214
3,136 New
3,136 $255,000
Q4 2020

Jan 22, 2021

SELL
$58.07 - $68.7 $226,182 - $267,586
-3,895 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$56.14 - $63.34 $218,665 - $246,709
3,895 New
3,895 $234,000

Others Institutions Holding EQWL

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.