Ep Wealth Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 18, 2021
SELL
N/A
-10,339 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
N/A
10,339 New
10,339 $219,000
Q2 2020

Aug 14, 2020
SELL
N/A
-11,749 Closed
0 $250,000
Q1 2020

May 18, 2020
SELL
N/A
-1,515 Reduced 11.42%
11,749 $247,000
Q4 2019

Feb 14, 2020
SELL
N/A
-2,750 Reduced 17.17%
13,264 $282,000
Q2 2019

Aug 27, 2019
BUY
N/A
16,014 New
16,014 $340,000
Q1 2019

May 20, 2019
SELL
N/A
-19,259 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
19,259 New
19,259 $406,000
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