Ep Wealth Advisors, LLC Invesco Ex Tr Self Indx Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,857 shares of IMFL stock, worth $264,266. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,857
Previous 16,260
39.38%
Holding current value
$264,266
Previous $381,000
36.48%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMFL
# of Institutions
46Shares Held
17MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA14.5MShares$388 Million0.07% of portfolio
-
Stewardship Advisors, LLC577KShares$15.5 Million4.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC312KShares$8.36 Million0.0% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI218KShares$5.84 Million1.33% of portfolio
-
Jane Street Group, LLC New York, NY144KShares$3.86 Million0.0% of portfolio