Ep Wealth Advisors, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 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 8,550 shares of PXF stock, worth $430,492. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,550
Previous 2,775
208.11%
Holding current value
$430,492
Previous $135,000
229.63%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PXF
# of Institutions
204Shares Held
28.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA12.3MShares$619 Million0.11% of portfolio
-
Invesco Ltd. Atlanta, GA4.4MShares$222 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$84.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.32MShares$66.2 Million0.01% of portfolio
-
Victory Capital Management Inc1.07MShares$53.8 Million0.05% of portfolio