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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

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 15,480 shares of PSI stock, worth $999,388. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,480
Previous 15,480 -0.0%
Holding current value
$999,388
Previous $766,000 13.97%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 22, 2023
BUY
$41.42 - $140.41 $442,282 - $1.5 Million
10,678 Added 222.37%
15,480 $662,000
Q2 2023

Aug 14, 2023
BUY
$109.08 - $136.79 $361,818 - $453,732
3,317 Added 223.37%
4,802 $656,000
Q1 2023

Jun 05, 2023
BUY
$99.23 - $123.56 $147,356 - $183,486
1,485 New
1,485 $183,000
Q4 2022

Jun 12, 2023
BUY
$93.71 - $111.55 $335,106 - $398,902
3,576 Added 240.81%
5,061 $506,000
Q2 2022

Aug 11, 2022
SELL
N/A
-85 Reduced 1.65%
5,061 $494,000
Q1 2022

May 20, 2022
SELL
N/A
-39 Reduced 0.75%
5,146 $667,000
Q4 2021

Feb 17, 2022
BUY
N/A
59 Added 1.15%
5,185 $796,000
Q3 2021

Nov 23, 2021
SELL
N/A
-7,336 Reduced 58.87%
5,126 $654,000
Q3 2021

Nov 16, 2021
BUY
N/A
7,124 Added 133.46%
12,462 $654,000
Q2 2021

Aug 24, 2021
SELL
N/A
-3,816 Reduced 41.69%
5,338 $685,000
Q1 2021

May 17, 2021
BUY
N/A
52 Added 0.57%
9,154 $1.1 Million
Q3 2020

Nov 17, 2020
BUY
N/A
9,102 New
9,102 $705,000
Q4 2018

Feb 19, 2019
SELL
N/A
-23,556 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
N/A
23,556 New
23,556 $1.25 Million

Others Institutions Holding PSI

# of Institutions
133
Shares Held
4.67M
Call Options Held
100
Put Options Held
400
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PSI Quotes by TradingView
  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
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