Ep Wealth Advisors, LLC Invesco Ex Tr Self Indx Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,591 shares of IMFL stock, worth $263,560. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,591
Previous 9,857
2.7%
Holding current value
$263,560
Previous $242,000
9.5%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IMFL
# of Institutions
51Shares Held
17.1MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA14.4MShares$395 Million0.07% of portfolio
-
Stewardship Advisors, LLC575KShares$15.8 Million4.28% of portfolio
-
Private Advisor Group, LLC373KShares$10.2 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC311KShares$8.55 Million0.0% of portfolio
-
Avestar Capital, LLC177KShares$4.87 Million0.35% of portfolio