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 11,769 shares of SPHQ stock, worth $786,169. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,769
Previous 12,379
4.93%
Holding current value
$786,169
Previous $747,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding SPHQ
# of Institutions
519Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$876 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$845 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$508 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$498 Million1.18% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$469 Million9.57% of portfolio