Cm Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Cm Wealth Advisors LLC
- $310 Million
- Q1 2025
A detailed history of Cm Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 113,546 shares of EQWL stock, worth $11.3 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
113,546Holding current value
$11.3 Million% of portfolio
3.78%Shares
1 transactions
Others Institutions Holding EQWL
# of Institutions
129Shares Held
4.87MCall Options Held
11.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC786KShares$78.5 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL460KShares$46 Million0.1% of portfolio
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Morgan Stanley New York, NY442KShares$44.1 Million0.0% of portfolio
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Bond & Devick Financial Network, Inc.276KShares$27.5 Million10.69% of portfolio
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Ameriprise Financial Inc Minneapolis, MN261KShares$26 Million0.01% of portfolio