Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Pcg Wealth Advisors, LLC
- $205 Million
- Q1 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 32,199 shares of EQWL stock, worth $3.06 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
32,199
Previous 26,974
19.37%
Holding current value
$3.06 Million
Previous $2.36 Million
29.39%
% of portfolio
1.49%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding EQWL
# of Institutions
99Shares Held
3.41MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC534KShares$50.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY295KShares$28.1 Million0.0% of portfolio
-
Fiduciary Planning LLC Coral Springs, FL289KShares$27.5 Million12.91% of portfolio
-
Cetera Investment Advisers Schaumburg, IL251KShares$23.9 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC188KShares$17.9 Million0.0% of portfolio