Magnolia Capital Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Magnolia Capital Advisors LLC

$194 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$90.17 - $95.04 $2.01 Million - $2.12 Million	22,255 New	22,255 $2.1 Million

Others Institutions Holding EQWL

# of Institutions

107

Shares Held

3.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

680K
Shares

$71.1 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

407K
Shares

$42.5 Million
0.09% of portfolio
Morgan Stanley New York, NY

359K
Shares

$37.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$21.3 Million
0.0% of portfolio
Fiduciary Planning LLC Coral Springs, FL

192K
Shares

$20.1 Million
8.92% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

More about EQWL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Magnolia Capital Advisors LLC with notifications on news.