Sheets Smith Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Sheets Smith Wealth Management
- $884 Million
- Q1 2024
A detailed history of Sheets Smith Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 13,861 shares of EQWL stock, worth $1.32 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,861Holding current value
$1.32 Million% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding EQWL
# of Institutions
99Shares Held
3.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC534KShares$50.8 Million0.03% of portfolio
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Morgan Stanley New York, NY295KShares$28 Million0.0% of portfolio
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Fiduciary Planning LLC Coral Springs, FL289KShares$27.5 Million12.91% of portfolio
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Cetera Investment Advisers Schaumburg, IL251KShares$23.9 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC188KShares$17.9 Million0.0% of portfolio