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

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 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 5,430 shares of EQWL stock, worth $554,783. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,430
Previous 4,235 28.22%
Holding current value
$554,783
Previous $433,000 27.94%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
124
Shares Held
4.72M
Call Options Held
11.7K
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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