Ep Wealth Advisors, LLC Invesco Exc Self Ind Tr Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 37,553 shares of BSCU stock, worth $624,881. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37,553
Previous 37,553
-0.0%
Holding current value
$624,881
Previous $614,000
1.47%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding BSCU
# of Institutions
213Shares Held
78.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.45MShares$124 Million1.38% of portfolio
-
Morgan Stanley New York, NY5.32MShares$88.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.49MShares$74.7 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.16MShares$69.3 Million0.29% of portfolio
-
Tru Wealth Advisors, LLC3.4MShares$56.5 Million3.61% of portfolio