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 $926,875. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,622

Holding current value

$926,875

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

84.1K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

14.3K
Shares

$1.24 Million
0.0% of portfolio
Jones Financial Companies Lllp

10.8K
Shares

$940,401
0.0% of portfolio
Virtu Financial LLC New York, NY

8.57K
Shares

$747,556
0.04% of portfolio
Narus Financial Partners, LLC Salt Lake City, UT

5.35K
Shares

$466,753
0.17% of portfolio
Cambridge Investment Research Advisors, Inc.

5.17K
Shares

$451,395
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP CONSUMER

Ticker PSCD
Sector ETFs
Industry ETFs

More about PSCD

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