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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

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 $159,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,495

Holding current value

$159,202

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

108

Shares Held

3.94M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

680K
Shares

$72.4 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

407K
Shares

$43.3 Million
0.09% of portfolio
Morgan Stanley New York, NY

359K
Shares

$38.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$21.7 Million
0.0% of portfolio
Fiduciary Planning LLC Coral Springs, FL

192K
Shares

$20.4 Million
8.92% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

More about EQWL

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