A detailed history of San Luis Wealth Advisors LLC transactions in Invesco ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 133,321 shares of EQAL stock, worth $6.43 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
133,321
Previous 124,718 6.9%
Holding current value
$6.43 Million
Previous $5.57 Million 16.47%
% of portfolio
1.34%
Previous 1.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$44.26 - $48.66 $380,768 - $418,621
8,603 Added 6.9%
133,321 $6.49 Million
Q2 2024

Jul 12, 2024

BUY
$43.33 - $46.19 $5.4 Million - $5.76 Million
124,718 New
124,718 $5.57 Million

Others Institutions Holding EQAL

About INVESCO ETF


  • Ticker EQAL
  • Sector ETFs
  • Industry ETFs
More about EQAL
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.