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 12,086 shares of PKB stock, worth $801,180. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,086

Previous 12,086 -0.0%

Holding current value

$801,180

Previous $762,000 18.64%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 22, 2023	BUY	$49.8 - $57.21 $511,147 - $587,203	10,264 Added 563.34%	12,086 $609,000
Q2 2023 Aug 14, 2023	SELL	$43.75 - $54.38 $775,775 - $964,266	-17,732 Reduced 90.68%	1,822 $99,000
Q1 2023 Jun 05, 2023	BUY	$41.1 - $46.96 $316,387 - $361,498	7,698 Added 64.93%	19,554 $897,000
Q4 2022 Jun 12, 2023	SELL	$38.59 - $43.09 $297,065 - $331,706	-7,698 Reduced 39.37%	11,856 $483,000
Q1 2022 May 20, 2022	SELL	N/A	-2,135 Reduced 15.26%	11,856 $509,000

Q3 2021 Nov 23, 2021	BUY	N/A	12,761 Added 1037.48%	13,991 $663,000
Q3 2021 Nov 16, 2021	SELL	N/A	-13,209 Reduced 91.48%	1,230 $663,000
Q2 2021 Aug 24, 2021	SELL	N/A	-4,649 Reduced 24.36%	14,439 $716,000
Q1 2021 May 17, 2021	BUY	N/A	131 Added 0.69%	19,088 $937,000
Q3 2020 Nov 17, 2020	BUY	N/A	18,957 New	18,957 $687,000

Others Institutions Holding PKB

# of Institutions

Shares Held

2.29M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PKB
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History