Betterment LLC Invesco Exchange Traded Fd Tr Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Betterment LLC holds 3,805 shares of EQWL stock, worth $434,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,805

Holding current value

$434,264

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$91.62 - $109.97 $348,614 - $418,435	3,805 New	3,805 $418,000

Others Institutions Holding EQWL

# of Institutions

158

Shares Held

7.74M

Call Options Held

Put Options Held

17.1K

Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$124 Million
0.04% of portfolio
Morgan Stanley New York, NY

570K
Shares

$65.1 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

550K
Shares

$62.8 Million
0.11% of portfolio
Rfp Financial Group LLC Atlanta, GA

472K
Shares

$53.8 Million
22.75% of portfolio
Ameriprise Financial Inc Minneapolis, MN

444K
Shares

$50.7 Million
0.01% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
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More about EQWL

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