Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 14,246 shares of PBW stock, worth $277,654. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,246
Previous 14,606
2.46%
Holding current value
$277,654
Previous $336,000
14.58%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding PBW
# of Institutions
149Shares Held
3.55MCall Options Held
5.7KPut Options Held
10.5K-
Morgan Stanley New York, NY829KShares$16.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC361KShares$7.03 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY242KShares$4.71 Million0.0% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.223KShares$4.35 Million0.08% of portfolio
-
Credit Suisse Ag Zurich, V8168KShares$3.27 Million0.0% of portfolio