Strategic Financial Concepts, LLC Invesco ETF Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Invesco ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 111,770 shares of EQAL stock, worth $5.6 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

111,770

Holding current value

$5.6 Million

% of portfolio

0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$48.01 - $51.95 $4.51 Million - $4.88 Million	-93,890 Reduced 84.0%	17,880 $864 Million
Q4 2024 Jan 27, 2025	BUY	$48.01 - $51.95 $5.37 Million - $5.81 Million	111,770 New	111,770 $864 Million
Q2 2024 Aug 06, 2024	SELL	$43.33 - $46.19 $7,322 - $7,806	-169 Reduced 0.99%	16,890 $754 Million
Q1 2024 Apr 22, 2024	BUY	$42.52 - $46.19 $7,313 - $7,944	172 Added 1.02%	17,059 $788 Million
Q4 2023 Jan 18, 2024	BUY	$37.43 - $44.39 $3,930 - $4,660	105 Added 0.63%	16,887 $745 Million
Q3 2023 Nov 07, 2023	BUY	$39.54 - $43.68 $4,626 - $5,110	117 Added 0.7%	16,782 $669 Million
Q2 2023 Sep 06, 2023	SELL	$39.2 - $41.87 $9,525 - $10,174	-243 Reduced 1.44%	16,665 $697 Million
Q1 2023 Sep 06, 2023	BUY	$38.83 - $44.8 $656,537 - $757,478	16,908 New	16,908 $695 Million

Others Institutions Holding EQAL

# of Institutions

Shares Held

6.17M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

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Strategic Financial Concepts, LLC Invesco ETF Transaction History