Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Steel Peak Wealth Management LLC
- $2.12 Billion
- Q2 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 3,507 shares of EQWL stock, worth $347,683. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,507
Previous 3,920
10.54%
Holding current value
$347,683
Previous $371,000
10.78%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding EQWL
# of Institutions
101Shares Held
3.55MCall Options Held
42.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC565KShares$56 Million0.03% of portfolio
-
Morgan Stanley New York, NY302KShares$30 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL253KShares$25.1 Million0.06% of portfolio
-
Fiduciary Planning LLC Coral Springs, FL220KShares$21.8 Million10.12% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$19.6 Million0.0% of portfolio