Ep Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 45,409 shares of RSP stock, worth $8.02 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
45,409
Previous 44,444
2.17%
Holding current value
$8.02 Million
Previous $7.3 Million
11.42%
% of portfolio
0.07%
Previous 0.08%
Shares
24 transactions
Others Institutions Holding RSP
# of Institutions
1,833Shares Held
233MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.81 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$3.95 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.38 Billion0.29% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.38 Billion0.23% of portfolio
-
Invesco Ltd. Atlanta, GA7.65MShares$1.35 Billion0.27% of portfolio