Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,586 shares of EQWL stock, worth $1.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,586
Previous 9,800 8.02%
Holding current value
$1.01 Million
Previous $858 Million 17.07%
% of portfolio
0.12%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$86.61 - $94.89 $68,075 - $74,583
786 Added 8.02%
10,586 $1 Billion
Q4 2023

Jan 16, 2024
BUY
$74.98 - $87.87 $734,804 - $861,126
9,800 New
9,800 $858 Million

Others Institutions Holding EQWL

# of Institutions
99
Shares Held
3.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email