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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$71.91 - $103.73 $87,011 - $125,513	-1,210 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$83.84 - $100.85 $101,446 - $122,028	1,210 New	1,210 $120,000

Others Institutions Holding PYZ

# of Institutions

36

Shares Held

178K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

42.4K
Shares

$3.71 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.4K
Shares

$1.87 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

14K
Shares

$1.22 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.4K
Shares

$910,458
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$900,837
0.21% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PYZ
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