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

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025

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 7,199 shares of EQWL stock, worth $834,724. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,199
Previous 5,435 32.46%
Holding current value
$834,724
Previous $597,000 38.19%
% of portfolio
0.09%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$108.47 - $114.7 $191,341 - $202,330
1,764 Added 32.46%
7,199 $825,000
Q2 2025

Jul 11, 2025
BUY
$91.62 - $109.97 $458 - $549
5 Added 0.09%
5,435 $597,000
Q1 2025

Apr 11, 2025
BUY
$100.56 - $108.28 $120,169 - $129,394
1,195 Added 28.22%
5,430 $554,000
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
173
Shares Held
8.67M
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
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