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 2,575 shares of XMMO stock, worth $290,975. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,575
Previous 2,575
-0.0%
Holding current value
$290,975
Previous $231,000
27.71%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding XMMO
# of Institutions
214Shares Held
11.7MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.44MShares$163 Million0.09% of portfolio
-
Envestnet Asset Management Inc1.28MShares$144 Million0.06% of portfolio
-
Tredje Ap Fonden1.13MShares$128 Million1.36% of portfolio
-
Morgan Stanley New York, NY806KShares$91 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC468KShares$52.9 Million0.15% of portfolio