Ep Wealth Advisors, LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 $819,893. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,639
Previous 9,689
0.52%
Holding current value
$819,893
Previous $811,000
8.01%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding DWAS
# of Institutions
95Shares Held
8.11MCall Options Held
5.5KPut Options Held
0-
Wealth Enhancement Advisory Services, LLC5.57MShares$474 Million1.37% of portfolio
-
Morgan Stanley New York, NY355KShares$30.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA275KShares$23.4 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL243KShares$20.7 Million0.02% of portfolio
-
Money Concepts Capital Corp226KShares$19.3 Million1.95% of portfolio