Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 5,915 shares of EQWL stock, worth $601,141. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,915
Previous 5,885 0.51%
Holding current value
$601,141
Previous $626 Million 2.63%
% of portfolio
0.29%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$100.56 - $108.28 $3,016 - $3,248
30 Added 0.51%
5,915 $610 Million
Q4 2024

Feb 10, 2025
BUY
$101.22 - $107.72 $2,732 - $2,908
27 Added 0.46%
5,885 $626 Million
Q3 2024

Oct 28, 2024
BUY
$93.07 - $102.32 $2,605 - $2,864
28 Added 0.48%
5,858 $599 Million
Q2 2024

Aug 13, 2024
BUY
$90.17 - $95.04 $2,614 - $2,756
29 Added 0.5%
5,830 $549 Million
Q1 2024

May 13, 2024
BUY
$86.61 - $94.89 $502,424 - $550,456
5,801 New
5,801 $542 Million

Others Institutions Holding EQWL

# of Institutions
133
Shares Held
4.96M
Call Options Held
11.7K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
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