Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 2,845 shares of EQWL stock, worth $304,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,845
Previous 2,359 20.6%
Holding current value
$304,073
Previous $241,000 20.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$101.22 - $107.72 $49,192 - $52,351
486 Added 20.6%
2,845 $290,000
Q3 2024

Nov 12, 2024
BUY
$93.07 - $102.32 $219,552 - $241,372
2,359 New
2,359 $241,000
Q3 2023

Nov 07, 2023
BUY
$78.31 - $84.42 $453,179 - $488,538
5,787 New
5,787 $454,000

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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email