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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 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 1,962 shares of SPGP stock, worth $207,658. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,962
Previous 2,104 6.75%
Holding current value
$207,658
Previous $216,000 5.09%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$96.3 - $106.49 $13,674 - $15,121
-142 Reduced 6.75%
1,962 $205,000
Q2 2024

Aug 19, 2024
BUY
$99.32 - $106.72 $14,103 - $15,154
142 Added 7.24%
2,104 $216,000
Q1 2024

May 14, 2024
BUY
$94.23 - $106.49 $71,803 - $81,145
762 Added 63.5%
1,962 $208,000
Q4 2023

Feb 28, 2024
BUY
$86.55 - $99.14 $103,860 - $118,968
1,200 New
1,200 $117,000

Others Institutions Holding SPGP

# of Institutions
340
Shares Held
27.6M
Call Options Held
3.4K
Put Options Held
2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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