Confluence Wealth Services, Inc. Invesco ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Invesco ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 4,950 shares of EQAL stock, worth $238,788. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,950
Previous 19,429 74.52%
Holding current value
$238,788
Previous $867,000 72.32%
% of portfolio
0.02%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$44.26 - $48.66 $640,840 - $704,548
-14,479 Reduced 74.52%
4,950 $240,000
Q2 2024

Jul 31, 2024
BUY
$43.33 - $46.19 $624,905 - $666,152
14,422 Added 288.04%
19,429 $867,000
Q1 2024

Apr 22, 2024
BUY
$42.52 - $46.19 $212,897 - $231,273
5,007 New
5,007 $231,000

Others Institutions Holding EQAL

# of Institutions
84
Shares Held
5.98M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF

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