Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 4,703 shares of PTH stock, worth $215,773. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,703
Previous 5,466
13.96%
Holding current value
$215,773
Previous $240,000
15.83%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding PTH
# of Institutions
69Shares Held
995KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY198KShares$9.09 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC106KShares$4.88 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC103KShares$4.73 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ96.3KShares$4.42 Million3.19% of portfolio
-
Iht Wealth Management, LLC Chicago, IL57.8KShares$2.65 Million0.09% of portfolio