Patten & Patten Inc Invesco Exchange Traded Fd Tr Transaction History

Patten & Patten Inc

$1.6 Billion
Q3 2025

A detailed history of Patten & Patten Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Patten & Patten Inc holds 9,789 shares of EQWL stock, worth $1.14 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,789

Holding current value

$1.14 Million

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$108.47 - $114.7 $1.06 Million - $1.12 Million	9,789 New	9,789 $1.12 Million

Others Institutions Holding EQWL

# of Institutions

173

Shares Held

8.67M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.61M
Shares

$187 Million
0.06% of portfolio
Morgan Stanley New York, NY

627K
Shares

$72.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

621K
Shares

$72 Million
0.09% of portfolio
Ameriprise Financial Inc Minneapolis, MN

476K
Shares

$55.2 Million
0.01% of portfolio
Rfp Financial Group LLC Atlanta, GA

347K
Shares

$40.3 Million
17.46% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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Patten & Patten Inc Invesco Exchange Traded Fd Tr Transaction History