Ep Wealth Advisors, LLC Invesco Index Fd Tr Bulletshar Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 42,754 shares of BSCT stock, worth $809,333. This represents 0.01% of its overall portfolio holdings.
Number of Shares
42,754
Previous 42,754
-0.0%
Holding current value
$809,333
Previous $792,000
0.88%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSCT
# of Institutions
297Shares Held
95.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.52MShares$123 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA6.03MShares$114 Million0.44% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.4MShares$83.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.65MShares$69 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$64.3 Million0.02% of portfolio