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 $198,201. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,237
Previous 3,238
0.03%
Holding current value
$198,201
Previous $178,000
10.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding XMLV
# of Institutions
202Shares Held
7.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$34.8 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$31.7 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.462KShares$28.3 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$24.3 Million0.01% of portfolio
-
Brookstone Capital Management356KShares$21.8 Million0.36% of portfolio