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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 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 11,766 shares of XLG stock, worth $557,002. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,766
Previous 4,171 182.09%
Holding current value
$557,002
Previous $157,000 215.29%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 14, 2024
BUY
$37.01 - $42.29 $281,090 - $321,192
7,595 Added 182.09%
11,766 $495,000
Q4 2023

Feb 28, 2024
SELL
$32.87 - $37.84 $5,061 - $5,827
-154 Reduced 3.56%
4,171 $157,000
Q3 2023

Nov 22, 2023
SELL
$33.8 - $354.35 $57.1 Million - $598 Million
-1,688,894 Reduced 99.74%
4,325 $146,000
Q2 2023

Aug 14, 2023
BUY
$308.25 - $349.73 $433 Million - $491 Million
1,403,544 Added 484.52%
1,693,219 $592 Million
Q1 2023

Jun 05, 2023
BUY
$271.59 - $310.52 $78.7 Million - $89.9 Million
289,675 New
289,675 $89.9 Million
Q4 2022

Jun 12, 2023
SELL
$270.92 - $298.01 $78.4 Million - $86.2 Million
-289,240 Reduced 99.85%
435 $120,000
Q1 2022

May 20, 2022
BUY
$318.41 - $373.67 $132,458 - $155,446
416 New
416 $146,000
Q1 2021

May 17, 2021
SELL
$281.0 - $299.29 $122,235 - $130,191
-435 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$252.63 - $285.66 $109,894 - $124,262
435 New
435 $124,000

Others Institutions Holding XLG

# of Institutions
355
Shares Held
58.2M
Call Options Held
700
Put Options Held
1.9K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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