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

National Wealth Management Group, LLC

$129 Billion
Q1 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 23,133 shares of EQWL stock, worth $2.2 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

23,133

Previous 24,844 6.89%

Holding current value

$2.2 Million

Previous $2.18 Billion 0.91%

% of portfolio

1.71%

Previous 2.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

3.41M

Call Options Held

Put Options Held

View Full List

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