Ep Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Dec 02, 2022	SELL	$21.18 - $21.25 $25,458 - $25,542	-1,202 Reduced 3.56%	32,536 $689,000
Q2 2022 Aug 11, 2022	SELL	$21.16 - $21.27 $24,080 - $24,205	-1,138 Reduced 3.26%	33,738 $715,000
Q1 2022 May 20, 2022	BUY	$21.24 - $21.4 $740,766 - $746,346	34,876 New	34,876 $741,000
Q1 2021 May 17, 2021	SELL	$21.63 - $21.75 $122,793 - $123,474	-5,677 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$21.73 - $21.88 $123,361 - $124,212	5,677 New	5,677 $123,000
Q1 2020 May 18, 2020	SELL	$19.02 - $21.76 $179,111 - $204,913	-9,417 Closed	0 $0
Q2 2019 Aug 27, 2019	BUY	$21.04 - $21.43 $198,133 - $201,806	9,417 New	9,417 $201,000
Q1 2019 May 20, 2019	SELL	$20.57 - $21.16 $232,482 - $239,150	-11,302 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	$20.47 - $20.66 $231,351 - $233,499	11,302 New	11,302 $233,000

Others Institutions Holding BSCM

# of Institutions

6

Shares Held

246K

Call Options Held

0

Put Options Held

0

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