Fiduciary Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
A detailed history of Fiduciary Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 191,781 shares of EQWL stock, worth $19.9 Million. This represents 8.92% of its overall portfolio holdings.
Number of Shares
191,781
Previous 219,706
12.71%
Holding current value
$19.9 Million
Previous $20.8 Million
5.49%
% of portfolio
8.92%
Previous 10.12%
Shares
5 transactions
Others Institutions Holding EQWL
# of Institutions
108Shares Held
3.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC680KShares$70.5 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL407KShares$42.2 Million0.09% of portfolio
-
Morgan Stanley New York, NY359KShares$37.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC203KShares$21.1 Million0.0% of portfolio
-
Bond & Devick Financial Network, Inc.185KShares$19.2 Million8.24% of portfolio