Sea Crest Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,830 shares of EQWL stock, worth $298,140. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,830
Previous 2,496
13.38%
Holding current value
$298,140
Previous $235,000
22.98%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding EQWL
# of Institutions
108Shares Held
3.6MCall Options Held
42.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC565KShares$59.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY302KShares$31.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL253KShares$26.7 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$20.8 Million0.0% of portfolio
-
Fiduciary Planning LLC Coral Springs, FL192KShares$20.2 Million8.92% of portfolio