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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 11,876 shares of PKB stock, worth $915,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,876
Previous 12,086 1.74%
Holding current value
$915,520
Previous $915,000 12.68%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$66.66 - $82.75 $13,998 - $17,377
-210 Reduced 1.74%
11,876 $799,000
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
$36.73 - $43.09 $282,747 - $331,706
-7,698 Reduced 39.37%
11,856 $483,000
Q1 2022

May 20, 2022
SELL
$42.9 - $54.34 $91,591 - $116,015
-2,135 Reduced 15.26%
11,856 $509,000
Q3 2021

Nov 23, 2021
BUY
$47.06 - $51.81 $600,532 - $661,147
12,761 Added 1037.48%
13,991 $663,000
Q3 2021

Nov 16, 2021
SELL
$47.06 - $51.81 $621,615 - $684,358
-13,209 Reduced 91.48%
1,230 $663,000
Q2 2021

Aug 24, 2021
SELL
$47.39 - $54.37 $220,316 - $252,766
-4,649 Reduced 24.36%
14,439 $716,000
Q1 2021

May 17, 2021
BUY
$40.46 - $49.25 $5,300 - $6,451
131 Added 0.69%
19,088 $937,000
Q3 2020

Nov 17, 2020
BUY
$29.84 - $36.52 $565,676 - $692,309
18,957 New
18,957 $687,000

Others Institutions Holding PKB

# of Institutions
84
Shares Held
1.45M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PKB Quotes by TradingView
  • Ticker PKB
  • Sector ETFs
  • Industry ETFs
More about PKB
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