Ep Wealth Advisors, LLC Invesco Exc Self Ind Tr Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 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 $638,401. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37,553
Previous 37,553
-0.0%
Holding current value
$638,401
Previous $623,000
1.12%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding BSCU
# of Institutions
236Shares Held
88MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.93MShares$135 Million1.19% of portfolio
-
Morgan Stanley New York, NY5.95MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.77MShares$81 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.62MShares$78.6 Million0.03% of portfolio
-
Tru Wealth Advisors, LLC4.43MShares$75.3 Million4.16% of portfolio