Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

A detailed history of Fiduciary Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 191,781 shares of EQWL stock, worth $20.6 Million. This represents 8.92% of its overall portfolio holdings.

Number of Shares

191,781

Previous 219,706 12.71%

Holding current value

$20.6 Million

Previous $20.8 Million 5.49%

% of portfolio

8.92%

Previous 10.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$93.07 - $102.32 $2.6 Million - $2.86 Million	-27,925 Reduced 12.71%	191,781 $19.6 Million
Q2 2024 Aug 06, 2024	SELL	$90.17 - $95.04 $6.24 Million - $6.57 Million	-69,149 Reduced 23.94%	219,706 $20.8 Million
Q1 2024 Apr 29, 2024	BUY	$86.61 - $94.89 $618,828 - $677,989	7,145 Added 2.54%	288,855 $27.4 Million
Q4 2023 Jan 25, 2024	BUY	$74.98 - $87.87 $14.6 Million - $17.1 Million	194,321 Added 222.36%	281,710 $24.7 Million
Q3 2023 Oct 26, 2023	BUY	$78.31 - $84.42 $6.84 Million - $7.38 Million	87,389 New	87,389 $6.87 Million

Others Institutions Holding EQWL

# of Institutions

108

Shares Held

3.94M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
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Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History