Ep Wealth Advisors, LLC Invesco S&P 500 Equal Weight T Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight T stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,423 shares of RYT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,423

Previous 498,458 96.5%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	N/A	-481,035 Reduced 96.5%	17,423 $0
Q2 2024 Aug 19, 2024	BUY	N/A	26,024 Added 5.51%	498,458 $0
Q1 2024 May 14, 2024	BUY	$0.0 - $32.98 $0 - $14 Million	423,620 Added 867.82%	472,434 $0
Q4 2023 Feb 28, 2024	SELL	$26.28 - $32.83 $138,416 - $172,915	-5,267 Reduced 9.74%	48,814 $1.59 Million
Q3 2023 Nov 22, 2023	BUY	$0.0 - $301.97 $0 - $13.3 Million	43,971 Added 434.93%	54,081 $1.52 Million
Q2 2023 Aug 14, 2023	BUY	$0.0 - $295.8 $0 - $2.67 Million	9,020 Added 827.52%	10,110 $2.97 Million
Q1 2023 Jun 05, 2023	BUY	$241.12 - $279.68 $262,820 - $304,851	1,090 New	1,090 $300,000
Q4 2022 Jun 12, 2023	SELL	$231.06 - $263.81 $64,234 - $73,339	-278 Reduced 25.5%	812 $197,000
Q2 2022 Aug 11, 2022	SELL	$229.64 - $292.39 $19,749 - $25,145	-86 Reduced 10.29%	750 $177,000
Q1 2022 May 20, 2022	BUY	$262.98 - $325.7 $219,851 - $272,285	836 New	836 $242,000

Others Institutions Holding RYT

# of Institutions

386

Shares Held

43.2M

Call Options Held

7.4K

Put Options Held

17.3K

View Full List

About INVESCO S&P 500 EQUAL WEIGHT T

Ticker RYT
Sector ETFs
Industry ETFs

More about RYT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Invesco S&P 500 Equal Weight T Transaction History