Able Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Able Wealth Management LLC
- $266 Billion
- Q3 2025
A detailed history of Able Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 101,552 shares of EQWL stock, worth $11.8 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
101,552
Previous 72,384
40.3%
Holding current value
$11.8 Million
Previous $7.96 Billion
46.3%
% of portfolio
4.38%
Previous 4.01%
Shares
8 transactions
Others Institutions Holding EQWL
# of Institutions
173Shares Held
8.67MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$187 Million0.06% of portfolio
-
Morgan Stanley New York, NY627KShares$72.6 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL621KShares$72 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN476KShares$55.2 Million0.01% of portfolio
-
Rfp Financial Group LLC Atlanta, GA347KShares$40.3 Million17.46% of portfolio