Shade Tree Advisors LLC Invesco ETF Transaction History

Shade Tree Advisors LLC

$99.2 Billion
Q4 2024

A detailed history of Shade Tree Advisors LLC transactions in Invesco ETF stock. As of the latest transaction made, Shade Tree Advisors LLC holds 20,552 shares of EQAL stock, worth $1.03 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

20,552

Holding current value

$1.03 Million

% of portfolio

1.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$48.01 - $51.95 $986,701 - $1.07 Million	20,552 New	20,552 $993 Million

Others Institutions Holding EQAL

# of Institutions

Shares Held

6.02M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

3.63M
Shares

$182 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

604K
Shares

$30.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$10.7 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

161K
Shares

$8.03 Million
0.01% of portfolio
Morgan Stanley New York, NY

139K
Shares

$6.95 Million
0.0% of portfolio

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

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Shade Tree Advisors LLC Invesco ETF Transaction History