Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 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 1,495 shares of EQWL stock, worth $165,840. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,495
Previous 1,495
-0.0%
Holding current value
$165,840
Previous $152,000
1.32%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EQWL
# of Institutions
135Shares Held
5.56MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC918KShares$102 Million0.04% of portfolio
-
Cetera Investment Advisers Schaumburg, IL520KShares$57.7 Million0.11% of portfolio
-
Morgan Stanley New York, NY440KShares$48.8 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN278KShares$30.8 Million0.01% of portfolio
-
Bond & Devick Financial Network, Inc.276KShares$30.6 Million10.69% of portfolio