Mission Wealth Management, LP Invesco ETF Transaction History

Mission Wealth Management, LP

$4.24 Billion
Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Invesco ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,940 shares of EQAL stock, worth $395,173. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,940

Holding current value

$395,173

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$48.01 - $51.95 $381,199 - $412,483	7,940 New	7,940 $383,000

Others Institutions Holding EQAL

# of Institutions

Shares Held

6.04M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

3.63M
Shares

$181 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

604K
Shares

$30.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$10.7 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

158K
Shares

$7.87 Million
0.01% of portfolio
Morgan Stanley New York, NY

139K
Shares

$6.92 Million
0.0% of portfolio

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Account

Mission Wealth Management, LP Invesco ETF Transaction History