Valeo Financial Advisors, LLC Invesco ETF Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Invesco ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 5,039 shares of EQAL stock, worth $238,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,039

Holding current value

$238,999

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$48.01 - $51.95 $241,922 - $261,776	5,039 New	5,039 $243,000

Others Institutions Holding EQAL

# of Institutions

Shares Held

6.18M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

3.61M
Shares

$171 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

626K
Shares

$29.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

220K
Shares

$10.5 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

158K
Shares

$7.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

131K
Shares

$6.19 Million
0.0% of portfolio

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

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Valeo Financial Advisors, LLC Invesco ETF Transaction History