Altus Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Altus Wealth Management, LLC
- $226 Million
- Q3 2025
A detailed history of Altus Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Altus Wealth Management, LLC holds 299,901 shares of EQWL stock, worth $34.8 Million. This represents 15.24% of its overall portfolio holdings.
Number of Shares
299,901
Previous 295,389
1.53%
Holding current value
$34.8 Million
Previous $32.5 Million
5.88%
% of portfolio
15.24%
Previous 15.55%
Shares
2 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