Up Strategic Wealth Investment Advisors LLC Invesco ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 16,569 shares of EQAL stock, worth $805,087. This represents 0.9% of its overall portfolio holdings.

Number of Shares
16,569
Previous 16,569 -0.0%
Holding current value
$805,087
Previous $740 Million 8.96%
% of portfolio
0.9%
Previous 1.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$43.33 - $46.19 $17,072 - $18,198
-394 Reduced 2.32%
16,569 $740 Million
Q1 2024

May 15, 2024
SELL
$42.52 - $46.19 $203,415 - $220,972
-4,784 Reduced 22.0%
16,963 $784 Million
Q4 2023

Feb 13, 2024
BUY
$37.43 - $44.39 $813,990 - $965,349
21,747 New
21,747 $959 Million

Others Institutions Holding EQAL

# of Institutions
81
Shares Held
5.82M
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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