Ep Wealth Advisors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,160 shares of XMLV stock, worth $195,446. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,160
Previous 3,313 4.62%
Holding current value
$195,446
Previous $201,000 2.99%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$59.15 - $62.71 $9,049 - $9,594
-153 Reduced 4.62%
3,160 $195,000
Q4 2024

Feb 13, 2025
BUY
$60.51 - $65.57 $4,598 - $4,983
76 Added 2.35%
3,313 $201,000
Q3 2024

Nov 14, 2024
SELL
$54.31 - $61.04 $54 - $61
-1 Reduced 0.03%
3,237 $197,000
Q1 2024

May 14, 2024
SELL
$52.35 - $56.4 $2,617 - $2,820
-50 Reduced 1.52%
3,238 $182,000
Q4 2023

Feb 28, 2024
BUY
$47.52 - $53.44 $156,245 - $175,710
3,288 New
3,288 $174,000
Q4 2022

Jun 12, 2023
BUY
$48.1 - $55.93 $202,020 - $234,906
4,200 New
4,200 $224,000

Others Institutions Holding XMLV

# of Institutions
214
Shares Held
7.67M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P MIDCAP L

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