National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

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 11,098 shares of EQWL stock, worth $1.16 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

11,098

Previous 22,492 50.66%

Holding current value

$1.16 Million

Previous $2.13 Billion 46.57%

% of portfolio

0.77%

Previous 1.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$93.07 - $102.32 $1.06 Million - $1.17 Million	-11,394 Reduced 50.66%	11,098 $1.14 Billion
Q2 2024 Aug 09, 2024	SELL	$90.17 - $95.04 $57,798 - $60,920	-641 Reduced 2.77%	22,492 $2.13 Billion
Q1 2024 May 17, 2024	SELL	$86.61 - $94.89 $148,189 - $162,356	-1,711 Reduced 6.89%	23,133 $2.2 Billion
Q4 2023 Feb 01, 2024	BUY	$74.98 - $87.87 $136,913 - $160,450	1,826 Added 7.93%	24,844 $2.18 Billion
Q3 2023 Nov 13, 2023	BUY	$78.31 - $84.42 $246,128 - $265,332	3,143 Added 15.81%	23,018 $1.81 Billion
Q2 2023 Aug 09, 2023	BUY	$76.28 - $82.02 $1.22 Million - $1.31 Million	16,027 Added 416.5%	19,875 $1.66 Billion
Q1 2023 May 15, 2023	BUY	$74.2 - $80.95 $285,521 - $311,495	3,848 New	3,848 $295 Million

Others Institutions Holding EQWL

# of Institutions

110

Shares Held

4.01M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
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National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History