Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 38,253 shares of PDP stock, worth $3.78 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,253
Previous 38,323
0.18%
Holding current value
$3.78 Million
Previous $3.28 Million
15.32%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding PDP
# of Institutions
196Shares Held
7.69MCall Options Held
3.7KPut Options Held
0-
Morgan Stanley New York, NY785KShares$77.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL590KShares$58.2 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA575KShares$56.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC482KShares$47.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC434KShares$42.8 Million0.07% of portfolio