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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 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 11,291 shares of RWJ stock, worth $539,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,291
Previous 10,654 5.98%
Holding current value
$539,032
Previous $433,000 12.7%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$34.78 - $43.42 $22,154 - $27,658
637 Added 5.98%
11,291 $488,000
Q4 2024

Feb 13, 2025
BUY
$44.2 - $49.46 $262,371 - $293,594
5,936 Added 125.82%
10,654 $487,000
Q3 2024

Nov 14, 2024
BUY
$39.15 - $46.02 $184,709 - $217,122
4,718 New
4,718 $215,000
Q4 2023

Feb 28, 2024
BUY
$33.62 - $42.1 $174,286 - $218,246
5,184 New
5,184 $214,000

Others Institutions Holding RWJ

# of Institutions
204
Shares Held
20.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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