Ica Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,628 shares of EQWL stock, worth $188,766. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,628

Previous 36,688 95.56%

Holding current value

$188,766

Previous $3.48 Million 95.6%

% of portfolio

0.09%

Previous 0.71%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$90.17 - $95.04 $3.16 Million - $3.33 Million	-35,060 Reduced 95.56%	1,628 $153,000
Q1 2024 May 14, 2024	SELL	$86.61 - $94.89 $333,881 - $365,800	-3,855 Reduced 9.51%	36,688 $3.48 Million
Q4 2023 Mar 07, 2024	BUY	$74.98 - $87.87 $669,421 - $784,503	8,928 Added 28.24%	40,543 $3.55 Million
Q3 2023 Nov 13, 2023	BUY	$78.31 - $84.42 $168,523 - $181,671	2,152 Added 7.3%	31,615 $2.48 Million
Q2 2023 Aug 11, 2023	BUY	$76.28 - $82.02 $171,477 - $184,380	2,248 Added 8.26%	29,463 $2.4 Million

Q1 2023 May 12, 2023	BUY	$74.2 - $80.95 $239,666 - $261,468	3,230 Added 13.47%	27,215 $2.12 Million
Q4 2022 Feb 14, 2023	BUY	$66.62 - $78.72 $754,205 - $891,189	11,321 Added 89.4%	23,985 $1.8 Million
Q3 2022 Nov 10, 2022	BUY	$66.43 - $80.28 $429,469 - $519,010	6,465 Added 104.29%	12,664 $841,000
Q2 2022 Oct 03, 2022	BUY	$69.75 - $83.59 $238,335 - $285,627	3,417 Added 122.83%	6,199 $489,000
Q1 2022 Oct 03, 2022	BUY	$78.68 - $87.66 $218,887 - $243,870	2,782 New	2,782 $217,000

Others Institutions Holding EQWL

# of Institutions

173

Shares Held

8.67M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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Ica Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History