Ep Wealth Advisors, LLC Invesco Bulletshares 2025 Muni Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,297 shares of BSMP stock, worth $524,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,297Holding current value
$524,119% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BSMP
# of Institutions
137Shares Held
7.82MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA683KShares$16.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC382KShares$9.41 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC334KShares$8.22 Million0.0% of portfolio
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Envestnet Asset Management Inc310KShares$7.63 Million0.0% of portfolio
-
Cwm, LLC281KShares$6.91 Million0.03% of portfolio