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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

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 13,677 shares of PXF stock, worth $728,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,677
Previous 8,550 59.96%
Holding current value
$728,847
Previous $445,000 46.97%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
206
Shares Held
28.7M
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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