Napa Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Napa Wealth Management

$148 Billion
Q2 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

101

Shares Held

3.55M

Call Options Held

42.7K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

565K
Shares

$57.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

302K
Shares

$30.8 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

253K
Shares

$25.9 Million
0.06% of portfolio
Fiduciary Planning LLC Coral Springs, FL

220K
Shares

$22.4 Million
10.12% of portfolio
Bank Of America Corp Charlotte, NC

197K
Shares

$20.1 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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