Ep Wealth Advisors, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 54,120 shares of PMAY stock, worth $2.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

54,120

Previous 54,910 1.44%

Holding current value

$2.07 Million

Previous $1.97 Million 4.07%

% of portfolio

0.01%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$33.11 - $37.79 $26,156 - $29,854	-790 Reduced 1.44%	54,120 $2.05 Million
Q1 2025 May 15, 2025	SELL	$35.29 - $36.56 $95,706 - $99,150	-2,712 Reduced 4.71%	54,910 $1.97 Million
Q4 2024 Feb 13, 2025	SELL	$35.07 - $36.08 $261,341 - $268,868	-7,452 Reduced 11.45%	57,622 $2.07 Million
Q3 2024 Nov 14, 2024	BUY	$33.3 - $35.24 $2.17 Million - $2.29 Million	65,074 New	65,074 $2.29 Million

Others Institutions Holding PMAY

# of Institutions

197

Shares Held

13.7M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History