Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,086 shares of EQWL stock, worth $1.27 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,086
Previous 14,981
12.65%
Holding current value
$1.27 Million
Previous $1.53 Billion
11.97%
% of portfolio
0.05%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding EQWL
# of Institutions
126Shares Held
4.74MCall Options Held
11.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC786KShares$76.2 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL460KShares$44.6 Million0.1% of portfolio
-
Morgan Stanley New York, NY442KShares$42.8 Million0.0% of portfolio
-
Bond & Devick Financial Network, Inc.276KShares$26.7 Million10.69% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN261KShares$25.3 Million0.01% of portfolio