Strategic Financial Concepts, LLC Invesco ETF Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Invesco ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 111,770 shares of EQAL stock, worth $5.28 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

111,770

Holding current value

$5.28 Million

% of portfolio

0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$48.01 - $51.95 $4.51 Million - $4.88 Million	-93,890 Reduced 84.0%	17,880 $864 Million
Q4 2024 Jan 27, 2025	BUY	$48.01 - $51.95 $5.37 Million - $5.81 Million	111,770 New	111,770 $864 Million
Q2 2024 Aug 06, 2024	SELL	$43.33 - $46.19 $7,322 - $7,806	-169 Reduced 0.99%	16,890 $754 Million
Q1 2024 Apr 22, 2024	BUY	$42.52 - $46.19 $7,313 - $7,944	172 Added 1.02%	17,059 $788 Million
Q4 2023 Jan 18, 2024	BUY	$37.43 - $44.39 $3,930 - $4,660	105 Added 0.63%	16,887 $745 Million
Q3 2023 Nov 07, 2023	BUY	$39.54 - $43.68 $4,626 - $5,110	117 Added 0.7%	16,782 $669 Million
Q2 2023 Sep 06, 2023	SELL	$39.2 - $41.87 $9,525 - $10,174	-243 Reduced 1.44%	16,665 $697 Million
Q1 2023 Sep 06, 2023	BUY	$38.83 - $44.8 $656,537 - $757,478	16,908 New	16,908 $695 Million

Others Institutions Holding EQAL

# of Institutions

Shares Held

6.18M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Invesco ETF Transaction History