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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 16,550 shares of EQWL stock, worth $1.72 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,550
Previous 17,114 3.3%
Holding current value
$1.72 Million
Previous $1.62 Billion 4.7%
% of portfolio
0.12%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$93.07 - $102.32 $52,491 - $57,708
-564 Reduced 3.3%
16,550 $1.69 Billion
Q2 2024

Jul 09, 2024
BUY
$90.17 - $95.04 $588,629 - $620,421
6,528 Added 61.67%
17,114 $1.62 Billion
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
106
Shares Held
3.52M
Call Options Held
42.7K
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
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