Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CVY
# of Institutions
44Shares Held
787KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY123KShares$3.11 Million0.0% of portfolio
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Hbk Sorce Advisory LLC Erie, PA107KShares$2.72 Million0.11% of portfolio
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Commonwealth Equity Services, LLC90.2KShares$2.28 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.81.8KShares$2.07 Million0.01% of portfolio
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Mgb Wealth Management, LLC Addison, TX66.5KShares$1.68 Million0.61% of portfolio