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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$64.6 - $72.81 $115,827 - $130,548	-1,793 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$53.19 - $67.87 $95,369 - $121,690	1,793 New	1,793 $122,000
Q3 2020 Nov 17, 2020	SELL	$52.31 - $59.6 $827,178 - $942,454	-15,813 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$47.22 - $64.14 $13,032 - $17,702	-276 Reduced 1.72%	15,813 $876,000
Q1 2020 May 18, 2020	SELL	$41.14 - $73.86 $20,117 - $36,117	-489 Reduced 2.95%	16,089 $802,000
Q4 2019 Feb 14, 2020	BUY	$65.31 - $70.09 $1,306 - $1,401	20 Added 0.12%	16,578 $1.13 Million
Q3 2019 Nov 18, 2019	BUY	$63.52 - $69.48 $5,716 - $6,253	90 Added 0.55%	16,558 $1.12 Million
Q2 2019 Aug 27, 2019	SELL	$58.31 - $65.5 $27,580 - $30,981	-473 Reduced 2.79%	16,468 $1.07 Million
Q1 2019 May 20, 2019	SELL	$48.18 - $59.64 $103,490 - $128,106	-2,148 Reduced 11.25%	16,941 $982,000
Q4 2018 Feb 19, 2019	SELL	$46.46 - $61.91 $53,986 - $71,939	-1,162 Reduced 5.74%	19,089 $944,000
Q3 2018 Nov 15, 2018	BUY	$55.19 - $61.72 $1.12 Million - $1.25 Million	20,251 New	20,251 $1.25 Million

Others Institutions Holding PPA

# of Institutions

378

Shares Held

20.8M

Call Options Held

8.4K

Put Options Held

2.8K

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