Napa Wealth Management Invesco ETF Transaction History

Napa Wealth Management

$231 Billion
Q4 2024

A detailed history of Napa Wealth Management transactions in Invesco ETF stock. As of the latest transaction made, Napa Wealth Management holds 14,708 shares of EQAL stock, worth $742,901. This represents 0.31% of its overall portfolio holdings.

Number of Shares

14,708

Holding current value

$742,901

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$48.01 - $51.95 $706,131 - $764,080	14,708 New	14,708 $710 Million

Others Institutions Holding EQAL

# of Institutions

Shares Held

6.18M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

3.61M
Shares

$182 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

626K
Shares

$31.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

220K
Shares

$11.1 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

158K
Shares

$7.98 Million
0.01% of portfolio
Morgan Stanley New York, NY

131K
Shares

$6.59 Million
0.0% of portfolio

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

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