Ep Wealth Advisors, LLC Invesco S&P 500 Equal Weight H 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 H stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,520 shares of RYH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,520
Previous 5,520 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$0.0 - $30.38 $0 - $27,342
900 Added 19.48%
5,520 $0
Q4 2023

Feb 28, 2024
SELL
$25.3 - $29.85 $158,884 - $187,458
-6,280 Reduced 57.61%
4,620 $137,000
Q3 2023

Nov 22, 2023
SELL
$0.0 - $298.88 $0 - $25.3 Million
-84,567 Reduced 88.58%
10,900 $298,000
Q2 2023

Aug 14, 2023
BUY
$0.0 - $302.41 $0 - $28 Million
92,582 Added 3209.08%
95,467 $28.5 Million
Q1 2023

Jun 05, 2023
BUY
$276.91 - $303.91 $798,885 - $876,780
2,885 New
2,885 $841,000
Q4 2022

Jun 12, 2023
SELL
$269.89 - $296.18 $484,452 - $531,643
-1,795 Reduced 62.22%
1,090 $314,000
Q2 2022

Aug 11, 2022
SELL
$254.1 - $315.41 $29,729 - $36,902
-117 Reduced 9.69%
1,090 $292,000
Q1 2022

May 20, 2022
BUY
$286.24 - $317.79 $345,491 - $383,572
1,207 New
1,207 $370,000
Q4 2021

Feb 17, 2022
SELL
$291.48 - $321.86 $354,439 - $391,381
-1,216 Closed
0 $0
Q3 2021

Nov 23, 2021
SELL
$293.2 - $320.85 $9.73 Million - $10.6 Million
-33,179 Reduced 96.46%
1,216 $363,000
Q3 2021

Nov 16, 2021
BUY
$293.2 - $320.85 $9.66 Million - $10.6 Million
32,935 Added 2255.82%
34,395 $363,000
Q3 2020

Nov 17, 2020
SELL
$222.8 - $245.21 $55,700 - $61,302
-250 Reduced 14.62%
1,460 $344,000
Q2 2020

Aug 14, 2020
SELL
$181.56 - $232.37 $60,096 - $76,914
-331 Reduced 16.22%
1,710 $380,000
Q1 2020

May 18, 2020
BUY
$160.15 - $230.68 $326,866 - $470,817
2,041 New
2,041 $386,000

Others Institutions Holding RYH

# of Institutions
201
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 EQUAL WEIGHT H

RYH Quotes by TradingView
  • Ticker RYH
  • Sector ETFs
  • Industry ETFs
More about RYH
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email