Ica Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Ica Group Wealth Management, LLC

$493 Million
Q1 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 36,688 shares of EQWL stock, worth $3.48 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

36,688

Previous 40,543 9.51%

Holding current value

$3.48 Million

Previous $3.55 Million 1.92%

% of portfolio

0.71%

Previous 0.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$86.61 - $94.89 $333,881 - $365,800	-3,855 Reduced 9.51%	36,688 $3.48 Million
Q4 2023 Mar 07, 2024	BUY	$74.98 - $87.87 $669,421 - $784,503	8,928 Added 28.24%	40,543 $3.55 Million
Q3 2023 Nov 13, 2023	BUY	$78.31 - $84.42 $168,523 - $181,671	2,152 Added 7.3%	31,615 $2.48 Million
Q2 2023 Aug 11, 2023	BUY	$76.28 - $82.02 $171,477 - $184,380	2,248 Added 8.26%	29,463 $2.4 Million
Q1 2023 May 12, 2023	BUY	$74.2 - $80.95 $239,666 - $261,468	3,230 Added 13.47%	27,215 $2.12 Million

Q4 2022 Feb 14, 2023	BUY	$72.0 - $78.72 $815,112 - $891,189	11,321 Added 89.4%	23,985 $1.8 Million
Q3 2022 Nov 10, 2022	BUY	$68.68 - $80.28 $444,016 - $519,010	6,465 Added 104.29%	12,664 $841,000
Q2 2022 Oct 03, 2022	BUY	$69.75 - $83.59 $238,335 - $285,627	3,417 Added 122.83%	6,199 $489,000
Q1 2022 Oct 03, 2022	BUY	$78.68 - $87.66 $218,887 - $243,870	2,782 New	2,782 $217,000

Others Institutions Holding EQWL

# of Institutions

Shares Held

3.4M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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Ica Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History