Ullmann Wealth Partners Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Ullmann Wealth Partners Group, LLC

  • $749 Million
  • Q1 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 4,060 shares of EQWL stock, worth $414,810. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,060
Previous 4,048 0.3%
Holding current value
$414,810
Previous $414,000 -0.0%
% of portfolio
0.06%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$100.56 - $108.28 $1,206 - $1,299
12 Added 0.3%
4,060 $414,000
Q4 2024

Jan 14, 2025
BUY
$101.22 - $107.72 $1,113 - $1,184
11 Added 0.27%
4,048 $414,000
Q3 2024

Oct 15, 2024
BUY
$93.07 - $102.32 $1,023 - $1,125
11 Added 0.27%
4,037 $413,000
Q2 2024

Aug 07, 2024
BUY
$90.17 - $95.04 $94,137 - $99,221
1,044 Added 35.01%
4,026 $380,000
Q1 2024

May 10, 2024
BUY
$86.61 - $94.89 $1,039 - $1,138
12 Added 0.4%
2,982 $282,000
Q4 2023

Jan 11, 2024
BUY
$74.98 - $87.87 $899 - $1,054
12 Added 0.41%
2,970 $260,000
Q3 2023

Oct 13, 2023
BUY
$78.31 - $84.42 $939 - $1,013
12 Added 0.41%
2,958 $232,000
Q2 2023

Jul 13, 2023
BUY
$76.28 - $82.02 $839 - $902
11 Added 0.37%
2,946 $239,000
Q1 2023

Apr 11, 2023
BUY
$74.2 - $80.95 $964 - $1,052
13 Added 0.44%
2,935 $229,000
Q4 2022

Jan 18, 2023
BUY
$66.62 - $78.72 $194,663 - $230,019
2,922 New
2,922 $0
Q2 2022

Jul 13, 2022
BUY
$69.75 - $83.59 $348 - $417
5 Added 0.17%
2,898 $207,000
Q1 2022

Apr 14, 2022
BUY
$78.68 - $87.66 $314 - $350
4 Added 0.14%
2,893 $241,000
Q4 2021

Jan 26, 2022
BUY
$80.26 - $86.61 $321 - $346
4 Added 0.14%
2,889 $249,000
Q3 2021

Oct 19, 2021
BUY
$79.28 - $83.79 $317 - $335
4 Added 0.14%
2,885 $231,000
Q2 2021

Jul 09, 2021
BUY
$75.61 - $81.02 $226 - $243
3 Added 0.1%
2,881 $232,000
Q1 2021

Apr 14, 2021
BUY
$67.64 - $75.32 $194,667 - $216,770
2,878 New
2,878 $216,000
Q1 2019

Apr 08, 2019
SELL
$47.9 - $55.19 $204,580 - $235,716
-4,271 Closed
0 $0
Q2 2018

Aug 07, 2018
BUY
$50.35 - $54.45 $215,044 - $232,555
4,271 New
4,271 $228,000

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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