Ep Wealth Advisors, LLC Invesco Bulletshares 2026 Muni Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,372 shares of BSMQ stock, worth $388,016. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,372Holding current value
$388,016% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BSMQ
# of Institutions
132Shares Held
6.78MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA599KShares$14.2 Million0.0% of portfolio
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Morgan Stanley New York, NY377KShares$8.95 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC360KShares$8.53 Million0.0% of portfolio
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Commonwealth Equity Services, LLC315KShares$7.46 Million0.01% of portfolio
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Truist Financial Corp300KShares$7.12 Million0.01% of portfolio