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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

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 3,237 shares of XMLV stock, worth $200,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,237
Previous 3,238 0.03%
Holding current value
$200,694
Previous $178,000 10.67%
% 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
$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
203
Shares Held
7.25M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email