Sea Crest Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 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 4,235 shares of EQWL stock, worth $442,303. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,235
Previous 2,830 49.65%
Holding current value
$442,303
Previous $289,000 49.83%
% of portfolio
0.05%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$101.22 - $107.72 $142,214 - $151,346
1,405 Added 49.65%
4,235 $433,000
Q3 2024

Oct 16, 2024
BUY
$93.07 - $102.32 $31,085 - $34,174
334 Added 13.38%
2,830 $289,000
Q2 2024

Jul 19, 2024
BUY
$90.17 - $95.04 $225,064 - $237,219
2,496 New
2,496 $235,000

Others Institutions Holding EQWL

# of Institutions
110
Shares Held
4.01M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email