National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
A detailed history of National Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 25,425 shares of EQWL stock, worth $2.95 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
25,425
Previous 25,863
1.69%
Holding current value
$2.95 Million
Previous $2.84 Billion
2.52%
% of portfolio
1.1%
Previous 1.59%
Shares
11 transactions
Others Institutions Holding EQWL
# of Institutions
173Shares Held
8.67MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$187 Million0.06% of portfolio
-
Morgan Stanley New York, NY627KShares$72.6 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL621KShares$72 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN476KShares$55.2 Million0.01% of portfolio
-
Rfp Financial Group LLC Atlanta, GA347KShares$40.3 Million17.46% of portfolio