Cm Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Cm Wealth Advisors LLC

  • $328 Million
  • Q2 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 105,982 shares of EQWL stock, worth $11.7 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
105,982
Previous 113,546 6.66%
Holding current value
$11.7 Million
Previous $11.7 Million 0.44%
% of portfolio
3.56%
Previous 3.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$91.62 - $109.97 $693,013 - $831,813
-7,564 Reduced 6.66%
105,982 $11.7 Million
Q1 2025

Apr 24, 2025
BUY
$100.56 - $108.28 $11.4 Million - $12.3 Million
113,546 New
113,546 $11.7 Million

Others Institutions Holding EQWL

# of Institutions
155
Shares Held
7.6M
Call Options Held
0
Put Options Held
17.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
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