Napa Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$74.98 - $87.87 $945,047 - $1.11 Million	12,604 New	12,604 $1.1 Billion

Others Institutions Holding EQWL

# of Institutions

108

Shares Held

3.94M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

680K
Shares

$69.8 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

407K
Shares

$41.8 Million
0.09% of portfolio
Morgan Stanley New York, NY

359K
Shares

$36.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$20.9 Million
0.0% of portfolio
Fiduciary Planning LLC Coral Springs, FL

192K
Shares

$19.7 Million
8.92% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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