Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 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 37,143 shares of EQWL stock, worth $3.96 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

37,143

Previous 34,692 7.07%

Holding current value

$3.96 Million

Previous $3.28 Million 15.92%

% of portfolio

1.54%

Previous 1.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$93.07 - $102.32 $228,114 - $250,786	2,451 Added 7.07%	37,143 $3.8 Million
Q2 2024 Jul 15, 2024	BUY	$90.17 - $95.04 $224,793 - $236,934	2,493 Added 7.74%	34,692 $3.28 Million
Q1 2024 Apr 19, 2024	BUY	$86.61 - $94.89 $452,537 - $495,800	5,225 Added 19.37%	32,199 $3.06 Million
Q4 2023 Jan 29, 2024	BUY	$74.98 - $87.87 $2.02 Million - $2.37 Million	26,974 New	26,974 $2.36 Million

Others Institutions Holding EQWL

# of Institutions

108

Shares Held

3.94M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

More about EQWL

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Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History