Ep Wealth Advisors, LLC Invesco S&P Smallcap Materials Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P Smallcap Materials stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,738 shares of PSCM stock, worth $125,448. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,738

Holding current value

$125,448

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$73.5 - $85.96 $127,743 - $149,398	1,738 New	1,738 $128,000

Others Institutions Holding PSCM

# of Institutions

Shares Held

83.1K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

36K
Shares

$2.6 Million
0.0% of portfolio
Virtu Financial LLC New York, NY

11.7K
Shares

$844,650
0.05% of portfolio
Tower Research Capital LLC (Trc) New York, NY

9.83K
Shares

$709,312
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.73K
Shares

$558,023
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

6.37K
Shares

$459,642
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP MATERIALS

Ticker PSCM
Sector ETFs
Industry ETFs

More about PSCM

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Ep Wealth Advisors, LLC Invesco S&P Smallcap Materials Transaction History