Sheets Smith Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$86.61 - $94.89 $1.2 Million - $1.32 Million	13,861 New	13,861 $1.32 Million

Others Institutions Holding EQWL

# of Institutions

124

Shares Held

4.7M

Call Options Held

11.7K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

786K
Shares

$84 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

460K
Shares

$49.2 Million
0.1% of portfolio
Morgan Stanley New York, NY

442K
Shares

$47.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

261K
Shares

$27.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

187K
Shares

$20 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
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