Ep Wealth Advisors, LLC Invesco Actively Managed ETF T Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,092 shares of GTO stock, worth $237,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,092

Holding current value

$237,389

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$46.33 - $48.41 $235,912 - $246,503	5,092 New	5,092 $236,000

Others Institutions Holding GTO

# of Institutions

199

Shares Held

35M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.2M
Shares

$149 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.83M
Shares

$132 Million
0.33% of portfolio
Envestnet Asset Management Inc

2.67M
Shares

$125 Million
0.04% of portfolio
Invesco Ltd. Atlanta, GA

2.35M
Shares

$109 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.76M
Shares

$81.8 Million
0.01% of portfolio

View Full List

About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
Sector ETFs
Industry ETFs

More about GTO

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Ep Wealth Advisors, LLC Invesco Actively Managed ETF T Transaction History