Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 38,507 shares of EQWL stock, worth $3.71 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

38,507

Previous 37,143 3.67%

Holding current value

$3.71 Million

Previous $3.8 Million 3.63%

% of portfolio

1.53%

Previous 1.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$101.22 - $107.72 $138,064 - $146,930	1,364 Added 3.67%	38,507 $3.94 Million
Q3 2024 Oct 15, 2024	BUY	$93.07 - $102.32 $228,114 - $250,786	2,451 Added 7.07%	37,143 $3.8 Million
Q2 2024 Jul 15, 2024	BUY	$90.17 - $95.04 $224,793 - $236,934	2,493 Added 7.74%	34,692 $3.28 Million
Q1 2024 Apr 19, 2024	BUY	$86.61 - $94.89 $452,537 - $495,800	5,225 Added 19.37%	32,199 $3.06 Million
Q4 2023 Jan 29, 2024	BUY	$74.98 - $87.87 $2.02 Million - $2.37 Million	26,974 New	26,974 $2.36 Million

Others Institutions Holding EQWL

# of Institutions

128

Shares Held

4.74M

Call Options Held

11.7K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

More about EQWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Account

Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History