Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
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 5,801 shares of EQWL stock, worth $549,934. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,801Holding current value
$549,934% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding EQWL
# of Institutions
98Shares Held
3.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC534KShares$50.6 Million0.03% of portfolio
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Morgan Stanley New York, NY295KShares$28 Million0.0% of portfolio
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Fiduciary Planning LLC Coral Springs, FL289KShares$27.4 Million12.91% of portfolio
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Cetera Investment Advisers Schaumburg, IL251KShares$23.8 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC188KShares$17.9 Million0.0% of portfolio