Ep Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,468 shares of XSMO stock, worth $230,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,468
Previous 3,468 -0.0%
Holding current value
$230,240
Previous $229,000 5.24%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$65.08 - $73.72 $225,697 - $255,660
3,468 New
3,468 $229,000

Others Institutions Holding XSMO

# of Institutions
218
Shares Held
15.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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