Ep Wealth Advisors, LLC Invesco S&P Smallcap Consumer Call Options Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSCD
# of Institutions
25Shares Held
84.1KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY14.3KShares$1.37 Million0.0% of portfolio
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Jones Financial Companies Lllp10.8KShares$1.03 Million0.0% of portfolio
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Virtu Financial LLC New York, NY8.57KShares$822,4320.04% of portfolio
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Narus Financial Partners, LLC Salt Lake City, UT5.35KShares$513,5040.17% of portfolio
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Cambridge Investment Research Advisors, Inc.5.17KShares$496,6080.0% of portfolio