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

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding EQWL

# of Institutions

135

Shares Held

5.57M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

918K
Shares

$97.2 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

520K
Shares

$55 Million
0.11% of portfolio
Morgan Stanley New York, NY

440K
Shares

$46.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

278K
Shares

$29.4 Million
0.01% of portfolio
Bond & Devick Financial Network, Inc.

276K
Shares

$29.2 Million
10.69% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
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