Epg Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$83.83 - $94.82 $502,980 - $568,920	-6,000 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$73.13 - $79.06 $438,780 - $474,360	6,000 New	6,000 $444,000

Others Institutions Holding PWB

# of Institutions

176

Shares Held

5.97M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

803K
Shares

$82 Million
0.04% of portfolio
Morgan Stanley New York, NY

777K
Shares

$79.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

386K
Shares

$39.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

375K
Shares

$38.3 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

262K
Shares

$26.7 Million
0.09% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.