Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 2,104 shares of SPGP stock, worth $220,204. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,104
Previous 1,962
7.24%
Holding current value
$220,204
Previous $208,000
3.85%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPGP
# of Institutions
355Shares Held
33.3MCall Options Held
10.3KPut Options Held
300-
Morgan Stanley New York, NY4.55MShares$476 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.64MShares$381 Million0.19% of portfolio
-
Envestnet Asset Management Inc2.23MShares$233 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$152 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.39MShares$145 Million0.21% of portfolio