Diversified Trust CO Invesco Exchange Traded Fd Tr Transaction History

Diversified Trust CO

$3.3 Billion
Q4 2024

A detailed history of Diversified Trust CO transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Diversified Trust CO holds 2,165 shares of EQWL stock, worth $226,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,165

Holding current value

$226,112

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 07, 2025	BUY	$101.22 - $107.72 $219,141 - $233,213	2,165 New	2,165 $221,000

Others Institutions Holding EQWL

# of Institutions

110

Shares Held

4.01M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

680K
Shares

$71 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

407K
Shares

$42.5 Million
0.09% of portfolio
Morgan Stanley New York, NY

359K
Shares

$37.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$21.2 Million
0.0% of portfolio
Fiduciary Planning LLC Coral Springs, FL

192K
Shares

$20 Million
8.92% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
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Diversified Trust CO Invesco Exchange Traded Fd Tr Transaction History