Ep Wealth Advisors, LLC Invesco Db Agriculture Fund Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jun 12, 2023	BUY	$19.56 - $20.42 $218,094 - $227,683	11,150 New	11,150 $224,000
Q1 2022 May 20, 2022	BUY	$19.67 - $22.25 $165,228 - $186,900	8,400 New	8,400 $184,000

Others Institutions Holding DBA

# of Institutions

167

Shares Held

13.2M

Call Options Held

1.44M

Put Options Held

139K

Morgan Stanley New York, NY

1.01M
Shares

$24.3 Million
0.0% of portfolio
Hansen & Associates Financial Group, Inc. Sacramento, CA

879K
Shares

$21.3 Million
13.35% of portfolio
Bank Of America Corp Charlotte, NC

765K
Shares

$18.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

740K
Shares

$17.9 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

663K
Shares

$16 Million
0.0% of portfolio

About INVESCO DB AGRICULTURE FUND

Ticker DBA
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 89,600,000
Market Cap $2.17B

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