Asset Dedication, LLC Invesco Exchange Traded Fd Tr Transaction History

Asset Dedication, LLC

$1.45 Billion
Q3 2025

A detailed history of Asset Dedication, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 600 shares of EQWL stock, worth $69,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares

600

Holding current value

$69,570

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 20, 2025	BUY	$108.47 - $114.7 $65,082 - $68,820	600 New	600 $68,000

Others Institutions Holding EQWL

# of Institutions

172

Shares Held

8.67M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.61M
Shares

$187 Million
0.06% of portfolio
Morgan Stanley New York, NY

627K
Shares

$72.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

621K
Shares

$72 Million
0.09% of portfolio
Ameriprise Financial Inc Minneapolis, MN

476K
Shares

$55.2 Million
0.01% of portfolio
Rfp Financial Group LLC Atlanta, GA

347K
Shares

$40.3 Million
17.46% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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