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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

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 144,061 shares of QQQM stock, worth $34.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
144,061
Previous 146,117 1.41%
Holding current value
$34.1 Million
Previous $30.8 Million 9.57%
% of portfolio
0.23%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$192.82 - $222.1 $396,437 - $456,637
-2,056 Reduced 1.41%
144,061 $27.8 Million
Q4 2024

Feb 13, 2025
BUY
$198.04 - $221.51 $745,422 - $833,763
3,764 Added 2.64%
146,117 $30.8 Million
Q3 2024

Nov 14, 2024
BUY
$178.94 - $207.0 $25.5 Million - $29.5 Million
142,353 New
142,353 $28.6 Million

Others Institutions Holding QQQM

# of Institutions
1,002
Shares Held
90.6M
Call Options Held
782K
Put Options Held
151K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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