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 $253,461. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,039

Holding current value

$253,461

% 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

6.02M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

3.63M
Shares

$183 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

604K
Shares

$30.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$10.8 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

161K
Shares

$8.09 Million
0.01% of portfolio
Morgan Stanley New York, NY

139K
Shares

$6.99 Million
0.0% of portfolio

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 Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC Invesco ETF Transaction History