San Luis Wealth Advisors LLC Invesco ETF Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Invesco ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 130,416 shares of EQAL stock, worth $6.52 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
130,416
Previous 133,321 2.18%
Holding current value
$6.52 Million
Previous $6.49 Million 2.88%
% of portfolio
1.19%
Previous 1.34%

Shares

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

Jan 14, 2025
SELL
$48.01 - $51.95 $139,469 - $150,914
-2,905 Reduced 2.18%
130,416 $6.3 Million
Q3 2024

Oct 09, 2024
BUY
$44.26 - $48.66 $380,768 - $418,621
8,603 Added 6.9%
133,321 $6.49 Million
Q2 2024

Jul 12, 2024
BUY
$43.33 - $46.19 $5.4 Million - $5.76 Million
124,718 New
124,718 $5.57 Million

Others Institutions Holding EQAL

# of Institutions
82
Shares Held
6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF

EQAL Quotes by TradingView
  • Ticker EQAL
  • Sector ETFs
  • Industry ETFs
More about EQAL
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