Ep Wealth Advisors, LLC Invesco S&P Smallcap Consumer Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 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 11,357 shares of PSCD stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,357
Previous 10,622 6.92%
Holding current value
$1.13 Million
Previous $978,000 16.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$80.05 - $101.44 $58,836 - $74,558
735 Added 6.92%
11,357 $1.14 Million
Q1 2025

May 15, 2025
BUY
$89.99 - $116.16 $955,873 - $1.23 Million
10,622 New
10,622 $978,000

Others Institutions Holding PSCD

# of Institutions
25
Shares Held
65.2K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP CONSUMER

PSCD Quotes by TradingView
  • Ticker PSCD
  • Sector ETFs
  • Industry ETFs
More about PSCD
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