Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
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 10,654 shares of RWJ stock, worth $469,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,654
Previous 4,718
125.82%
Holding current value
$469,841
Previous $215,000
126.51%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding RWJ
# of Institutions
209Shares Held
23.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.1MShares$137 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.29MShares$101 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.14MShares$94.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.49MShares$65.7 Million0.03% of portfolio
-
Fusion Family Wealth LLC1.36MShares$60.2 Million5.71% of portfolio