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 6,855 shares of PKB stock, worth $661,781. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,855
Previous 11,876
42.28%
Holding current value
$661,781
Previous $799,000
31.16%
% of portfolio
0.0%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding PKB
# of Institutions
88Shares Held
1.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC162KShares$15.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL106KShares$10.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY98KShares$9.46 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL77.1KShares$7.44 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC53KShares$5.12 Million0.0% of portfolio