Ep Wealth Advisors, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Dwa Smallcap stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,639 shares of DWAS stock, worth $893,149. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,639
Previous 9,639
-0.0%
Holding current value
$893,149
Previous $819,000
9.28%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding DWAS
# of Institutions
102Shares Held
8.71MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.12MShares$567 Million1.28% of portfolio
-
Morgan Stanley New York, NY366KShares$34 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL251KShares$23.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA225KShares$20.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC208KShares$19.3 Million0.0% of portfolio