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

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 37,957 shares of BSCO stock, worth $799,753. This represents 0.01% of its overall portfolio holdings.

Number of Shares

37,957

Previous 40,641 6.6%

Holding current value

$799,753

Previous $848,000 6.25%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$20.87 - $20.99 $56,015 - $56,337	-2,684 Reduced 6.6%	37,957 $795,000
Q4 2023 Feb 28, 2024	SELL	$20.67 - $20.89 $21,951 - $22,185	-1,062 Reduced 2.55%	40,641 $848,000
Q3 2023 Nov 22, 2023	SELL	$20.58 - $20.7 $63,983 - $64,356	-3,109 Reduced 6.94%	41,703 $862,000
Q2 2023 Aug 14, 2023	SELL	$20.54 - $20.66 $538,784 - $541,932	-26,231 Reduced 36.92%	44,812 $921,000
Q1 2023 Jun 05, 2023	BUY	$20.44 - $20.65 $1.45 Million - $1.47 Million	71,043 New	71,043 $1.46 Million

Q4 2022 Jun 12, 2023	SELL	$20.32 - $20.56 $1.3 Million - $1.32 Million	-64,079 Reduced 90.2%	6,964 $142,000
Q2 2022 Aug 11, 2022	SELL	N/A	-6,032 Reduced 39.77%	9,137 $190,000
Q1 2022 May 20, 2022	BUY	N/A	15,169 New	15,169 $320,000

Others Institutions Holding BSCO

# of Institutions

389

Shares Held

126M

Call Options Held

Put Options Held

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About INVESCO ET SELF IDXD FD TR BUL

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