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 31,841 shares of PRF stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,841
Previous 30,970
2.81%
Holding current value
$1.38 Million
Previous $1.25 Million
2.96%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding PRF
# of Institutions
586Shares Held
139MCall Options Held
2.4KPut Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA24.4MShares$1.06 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$493 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.01MShares$304 Million0.08% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.86MShares$297 Million7.83% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.27MShares$229 Million0.11% of portfolio