A detailed history of Cedar Brook Financial Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cedar Brook Financial Partners, LLC holds 10,336 shares of EQWL stock, worth $982,953. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,336
Previous 6,563 57.49%
Holding current value
$982,953
Previous $574,000 70.73%
% of portfolio
0.2%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$86.61 - $94.89 $326,779 - $358,019
3,773 Added 57.49%
10,336 $980,000
Q4 2023

Jan 12, 2024

BUY
$74.98 - $87.87 $161,731 - $189,535
2,157 Added 48.96%
6,563 $574,000
Q3 2023

Oct 17, 2023

BUY
$78.31 - $84.42 $1,801 - $1,941
23 Added 0.52%
4,406 $346,000
Q2 2023

Jul 05, 2023

SELL
$76.28 - $82.02 $5,873 - $6,315
-77 Reduced 1.73%
4,383 $357,000
Q1 2023

Apr 04, 2023

BUY
$74.2 - $80.95 $330,932 - $361,037
4,460 New
4,460 $348,000

Others Institutions Holding EQWL

About INVESCO EXCHANGE-TRADED FD TR


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

Track Cedar Brook Financial Partners, LLC Portfolio

Follow Cedar Brook Financial Partners, LLC 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 Cedar Brook Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Brook Financial Partners, LLC with notifications on news.