Ep Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
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 266,738 shares of BSCQ stock, worth $5.23 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
266,738
Previous 280,446
4.89%
Holding current value
$5.23 Million
Previous $5.46 Million
4.7%
% of portfolio
0.04%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding BSCQ
# of Institutions
438Shares Held
190MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA62MShares$1.22 Billion4.67% of portfolio
-
Ubs Group Ag8MShares$157 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.38MShares$145 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.19MShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.64MShares$130 Million0.05% of portfolio