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 5,727 shares of PEY stock, worth $126,394. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,727
Previous 5,726
0.02%
Holding current value
$126,394
Previous $118,000
5.08%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding PEY
# of Institutions
209Shares Held
22.6MCall Options Held
40.8KPut Options Held
10.7K-
Bank Of America Corp Charlotte, NC6.09MShares$134 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.76MShares$60.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$42.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.31MShares$28.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL404KShares$8.92 Million0.02% of portfolio