Jfs Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 9,200 shares of EQWL stock, worth $982,192. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,200
Previous 9,200
-0.0%
Holding current value
$982,192
Previous $940,000
0.85%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding EQWL
# of Institutions
135Shares Held
5.56MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC918KShares$98 Million0.04% of portfolio
-
Cetera Investment Advisers Schaumburg, IL520KShares$55.5 Million0.11% of portfolio
-
Morgan Stanley New York, NY440KShares$47 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN278KShares$29.6 Million0.01% of portfolio
-
Bond & Devick Financial Network, Inc.276KShares$29.4 Million10.69% of portfolio