Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
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 7,560 shares of PID stock, worth $134,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,560Holding current value
$134,946% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding PID
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.13MShares$55.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.6MShares$28.6 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$21.8 Million0.01% of portfolio
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Kaye Capital Management El Segundo, CA1.01MShares$18 Million7.89% of portfolio
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Modern Wealth Management, LLC Lenexa, KS1.01MShares$18 Million0.48% of portfolio