New Edge Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 4,082 shares of EQWL stock, worth $452,938. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,082
Previous 3,382
20.7%
Holding current value
$452,938
Previous $345,000
21.74%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding EQWL
# of Institutions
146Shares Held
6.06MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC918KShares$102 Million0.04% of portfolio
-
Cetera Investment Advisers Schaumburg, IL520KShares$57.7 Million0.11% of portfolio
-
Morgan Stanley New York, NY440KShares$48.8 Million0.0% of portfolio
-
Altus Wealth Management, LLC295KShares$32.8 Million15.55% of portfolio
-
Bond & Devick Financial Network, Inc.282KShares$31.3 Million10.78% of portfolio