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

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 22, 2023	SELL	$21.17 - $21.26 $188,878 - $189,681	-8,922 Reduced 12.56%	62,121 $1.32 Million
Q2 2023 Aug 14, 2023	BUY	$21.08 - $21.2 $1.5 Million - $1.51 Million	71,041 Added 3552050.0%	71,043 $1.5 Million
Q1 2023 Jun 05, 2023	SELL	$21.0 - $21.08 $483,735 - $485,577	-23,035 Reduced 99.99%	2 $0
Q4 2022 Jun 12, 2023	BUY	$20.86 - $20.99 $480,656 - $483,651	23,042 Added 1152100.0%	23,044 $483,000
Q3 2022 Dec 02, 2022	BUY	$20.86 - $21.0 $146 - $147	7 Added 0.03%	23,037 $481,000
Q2 2022 Aug 11, 2022	SELL	$20.9 - $21.1 $91,813 - $92,692	-4,393 Reduced 16.02%	23,030 $482,000
Q1 2022 May 20, 2022	BUY	$21.05 - $21.46 $577,254 - $588,497	27,423 New	27,423 $579,000
Q1 2021 May 17, 2021	SELL	$21.73 - $21.89 $134,400 - $135,389	-6,185 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$21.81 - $21.9 $134,894 - $135,451	6,185 New	6,185 $135,000
Q4 2019 Feb 14, 2020	SELL	$21.23 - $21.39 $271,744 - $273,792	-12,800 Closed	0 $0
Q2 2019 Aug 27, 2019	BUY	$20.72 - $21.2 $265,216 - $271,360	12,800 New	12,800 $271,000
Q1 2019 May 20, 2019	SELL	$20.15 - $20.85 $237,669 - $245,925	-11,795 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	$20.0 - $20.22 $235,900 - $238,494	11,795 New	11,795 $238,000

Others Institutions Holding BSCN

# of Institutions

23

Shares Held

990K

Call Options Held

0

Put Options Held

0

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