Valeo Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 15, 2019	SELL	$54.45 - $58.22 $21,507 - $22,996	-395 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$50.35 - $54.45 $19,888 - $21,507	395 New	395 $22,000

Others Institutions Holding EQWL

# of Institutions

108

Shares Held

3.94M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

680K
Shares

$71.3 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

407K
Shares

$42.7 Million
0.09% of portfolio
Morgan Stanley New York, NY

359K
Shares

$37.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$21.3 Million
0.0% of portfolio
Fiduciary Planning LLC Coral Springs, FL

192K
Shares

$20.1 Million
8.92% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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