Ep Wealth Advisors, LLC Invesco S&P Smallcap Consumer Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P Smallcap Consumer stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,622 shares of PSCD stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,622Holding current value
$1.1 Million% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding PSCD
# of Institutions
25Shares Held
73.3KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY14.3KShares$1.48 Million0.0% of portfolio
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Virtu Financial LLC New York, NY8.57KShares$890,7100.04% of portfolio
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Narus Financial Partners, LLC Salt Lake City, UT5.35KShares$556,1350.17% of portfolio
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Cambridge Investment Research Advisors, Inc.5.17KShares$537,8360.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.68KShares$486,2670.0% of portfolio