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 $12.6 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
113,546Holding current value
$12.6 Million% of portfolio
3.78%Shares
1 transactions
Others Institutions Holding EQWL
# of Institutions
136Shares Held
5.56MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC918KShares$102 Million0.04% of portfolio
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Cetera Investment Advisers Schaumburg, IL520KShares$57.7 Million0.11% of portfolio
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Morgan Stanley New York, NY440KShares$48.8 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN278KShares$30.8 Million0.01% of portfolio
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Bond & Devick Financial Network, Inc.276KShares$30.6 Million10.69% of portfolio