Cm Wealth Advisors LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Cm Wealth Advisors LLC

$310 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding EQWL

# of Institutions

129

Shares Held

4.87M

Call Options Held

11.7K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

786K
Shares

$78.5 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

460K
Shares

$46 Million
0.1% of portfolio
Morgan Stanley New York, NY

442K
Shares

$44.1 Million
0.0% of portfolio
Bond & Devick Financial Network, Inc.

276K
Shares

$27.5 Million
10.69% of portfolio
Ameriprise Financial Inc Minneapolis, MN

261K
Shares

$26 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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