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 $803,775. This represents 0.01% of its overall portfolio holdings.
Number of Shares
42,754
Previous 42,754
-0.0%
Holding current value
$803,775
Previous $792,000
0.88%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSCT
# of Institutions
310Shares Held
102MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.25MShares$136 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA6.08MShares$114 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA5.23MShares$98.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.68MShares$88.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.75MShares$70.5 Million0.02% of portfolio