Gladstone Institutional Advisory LLC Invesco ETF Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Invesco ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 11,531 shares of EQAL stock, worth $540,803. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,531
Previous 11,529 0.02%
Holding current value
$540,803
Previous $560,000 0.71%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 29, 2025
BUY
$48.01 - $51.95 $96 - $103
2 Added 0.02%
11,531 $556,000
Q3 2024

Oct 28, 2024
BUY
$44.26 - $48.66 $88 - $97
2 Added 0.02%
11,529 $560,000
Q2 2024

Aug 02, 2024
SELL
$43.33 - $46.19 $61,658 - $65,728
-1,423 Reduced 10.99%
11,527 $514,000
Q1 2024

May 14, 2024
BUY
$42.52 - $46.19 $42 - $46
1 Added 0.01%
12,950 $598,000
Q4 2023

Feb 09, 2024
BUY
$37.43 - $44.39 $74 - $88
2 Added 0.02%
12,949 $571,000
Q3 2023

Nov 13, 2023
SELL
$39.54 - $43.68 $94,777 - $104,700
-2,397 Reduced 15.62%
12,947 $516,000
Q2 2023

Aug 10, 2023
BUY
$39.2 - $41.87 $601,484 - $642,453
15,344 New
15,344 $641,000

Others Institutions Holding EQAL

# of Institutions
89
Shares Held
6.18M
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
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email