Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,125 shares of EQWL stock, worth $470,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,125
Previous 1,495 175.92%
Holding current value
$470,786
Previous $154,000 194.16%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$91.62 - $109.97 $240,960 - $289,221
2,630 Added 175.92%
4,125 $453,000
Q3 2024

Nov 14, 2024
BUY
$93.07 - $102.32 $139,139 - $152,968
1,495 New
1,495 $152,000

Others Institutions Holding EQWL

# of Institutions
158
Shares Held
7.74M
Call Options Held
0
Put Options Held
17.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

EQWL Quotes by TradingView
  • Ticker EQWL
  • Sector ETFs
  • Industry ETFs
More about EQWL
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