Ep Wealth Advisors, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 14,070 shares of PXF stock, worth $869,666. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,070
Previous 14,118 0.34%
Holding current value
$869,666
Previous $733,000 10.1%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$46.22 - $57.51 $2,218 - $2,760
-48 Reduced 0.34%
14,070 $807,000
Q1 2025

May 15, 2025
BUY
$47.39 - $54.26 $20,898 - $23,928
441 Added 3.22%
14,118 $733,000
Q4 2024

Feb 13, 2025
BUY
$47.66 - $51.84 $244,352 - $265,783
5,127 Added 59.96%
13,677 $654,000
Q3 2024

Nov 14, 2024
BUY
$46.96 - $52.62 $271,194 - $303,880
5,775 Added 208.11%
8,550 $445,000
Q2 2024

Aug 19, 2024
BUY
$47.68 - $51.13 $132,312 - $141,885
2,775 New
2,775 $135,000

Others Institutions Holding PXF

# of Institutions
225
Shares Held
30M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO IFTSE RAFI DEV MKTS EX

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