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

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 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 248,502 shares of BSCR stock, worth $4.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

248,502

Previous 158,089 57.19%

Holding current value

$4.88 Million

Previous $3.12 Million 55.28%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$19.42 - $19.76 $1.76 Million - $1.79 Million	90,413 Added 57.19%	248,502 $4.84 Million
Q3 2024 Nov 14, 2024	BUY	$19.2 - $19.82 $96,806 - $99,932	5,042 Added 3.29%	158,089 $3.12 Million
Q2 2024 Aug 19, 2024	BUY	$19.04 - $19.32 $62,641 - $63,562	3,290 Added 2.2%	153,047 $2.94 Million
Q1 2024 May 14, 2024	SELL	$19.18 - $19.51 $5,638 - $5,735	-294 Reduced 0.2%	149,757 $2.89 Million
Q4 2023 Feb 28, 2024	SELL	$18.55 - $19.46 $4,934 - $5,176	-266 Reduced 0.18%	150,051 $2.92 Million
Q3 2023 Nov 22, 2023	SELL	$18.69 - $19.2 $29,044 - $29,836	-1,554 Reduced 1.02%	150,317 $2.82 Million
Q2 2023 Aug 14, 2023	BUY	$19.0 - $19.45 $2.14 Million - $2.19 Million	112,496 Added 285.7%	151,871 $2.89 Million
Q1 2023 Jun 05, 2023	BUY	$18.82 - $19.51 $741,037 - $768,206	39,375 New	39,375 $759,000

Others Institutions Holding BSCR

# of Institutions

344

Shares Held

102M

Call Options Held

Put Options Held

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About INVESCO ET SELF IDXD FD TR BUL

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