Ep Wealth Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,565 shares of BSMR stock, worth $155,065. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,565Holding current value
$155,065% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BSMR
# of Institutions
112Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.74 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.05 Million0.0% of portfolio
-
Key F Inancial Inc274KShares$6.46 Million1.49% of portfolio
-
Atlantic Union Bankshares Corp251KShares$5.92 Million0.37% of portfolio