Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 7,497 shares of EQWL stock, worth $801,279. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,497
Previous 7,100 5.59%
Holding current value
$801,279
Previous $726,000 5.51%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$101.22 - $107.72 $40,184 - $42,764
397 Added 5.59%
7,497 $766,000
Q3 2024

Nov 14, 2024
BUY
$93.07 - $102.32 $40,485 - $44,509
435 Added 6.53%
7,100 $726,000
Q2 2024

Aug 12, 2024
BUY
$90.17 - $95.04 $209,555 - $220,872
2,324 Added 53.54%
6,665 $629,000
Q1 2024

May 14, 2024
BUY
$86.61 - $94.89 $375,974 - $411,917
4,341 New
4,341 $411,000

Others Institutions Holding EQWL

# of Institutions
124
Shares Held
4.7M
Call Options Held
11.7K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
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