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 $436,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,654
Previous 4,718 125.82%
Holding current value
$436,920
Previous $215,000 126.51%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
210
Shares Held
23.5M
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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