Ep Wealth Advisors, LLC INNOVATOR ETFS TRUST Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
7,358
Previous 7,918 7.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-560 Reduced 7.07%
7,358 $0
Q1 2025

May 15, 2025
SELL
N/A
-123 Reduced 1.53%
7,918 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-543 Reduced 6.33%
8,041 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,584 New
8,584 $0
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