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

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XMMO

# of Institutions

388

Shares Held

21.5M

Call Options Held

14K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.81M
Shares

$379 Million
0.13% of portfolio
Morgan Stanley New York, NY

1.67M
Shares

$226 Million
0.01% of portfolio
Vantagepoint Investment Advisers LLC

1.2M
Shares

$162 Million
1.38% of portfolio
Wells Fargo & Company San Francisco, CA

879K
Shares

$119 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

707K
Shares

$95.4 Million
0.07% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

Track This Portfolio

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.