National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History
National Wealth Management Group, LLC
- $152 Billion
- Q1 2025
A detailed history of National Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 25,759 shares of EQWL stock, worth $2.85 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
25,759
Previous 9,321
176.35%
Holding current value
$2.85 Million
Previous $953 Million
178.56%
% of portfolio
1.75%
Previous 0.63%
Shares
9 transactions
Others Institutions Holding EQWL
# of Institutions
145Shares Held
6.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$120 Million0.04% of portfolio
-
Cetera Investment Advisers Schaumburg, IL550KShares$60.8 Million0.11% of portfolio
-
Morgan Stanley New York, NY440KShares$48.6 Million0.0% of portfolio
-
Altus Wealth Management, LLC295KShares$32.6 Million15.55% of portfolio
-
Bond & Devick Financial Network, Inc.282KShares$31.1 Million10.78% of portfolio