Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 5,817 shares of EQWL stock, worth $594,322. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,817

Holding current value

$594,322

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$101.22 - $107.72 $588,796 - $626,607	5,817 New	5,817 $594,000

Others Institutions Holding EQWL

# of Institutions

124

Shares Held

4.72M

Call Options Held

11.7K

Put Options Held

Lpl Financial LLC Fort Mill, SC

786K
Shares

$80.3 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

460K
Shares

$47 Million
0.1% of portfolio
Morgan Stanley New York, NY

442K
Shares

$45.2 Million
0.0% of portfolio
Bond & Devick Financial Network, Inc.

276K
Shares

$28.2 Million
10.69% of portfolio
Ameriprise Financial Inc Minneapolis, MN

261K
Shares

$26.6 Million
0.01% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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