Ep Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 285,086 shares of BSCQ stock, worth $5.57 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

285,086

Previous 184,716 54.34%

Holding current value

$5.57 Million

Previous $3.61 Million 53.31%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$19.38 - $19.58 $1.95 Million - $1.97 Million	100,370 Added 54.34%	285,086 $5.54 Million
Q3 2024 Nov 14, 2024	BUY	$19.2 - $19.63 $2.8 Million - $2.86 Million	145,743 Added 373.96%	184,716 $3.61 Million
Q2 2024 Aug 19, 2024	SELL	$19.08 - $19.25 $7,193 - $7,257	-377 Reduced 0.96%	38,973 $747,000
Q1 2024 May 14, 2024	SELL	$19.15 - $19.37 $2,872 - $2,905	-150 Reduced 0.38%	39,350 $755,000
Q3 2023 Nov 22, 2023	BUY	$18.75 - $19.09 $2,343 - $2,386	125 Added 0.32%	39,500 $742,000
Q2 2023 Aug 14, 2023	BUY	$18.92 - $19.29 $460,134 - $469,132	24,320 Added 161.54%	39,375 $746,000
Q1 2023 Jun 05, 2023	BUY	$18.72 - $19.32 $281,829 - $290,862	15,055 New	15,055 $288,000

Others Institutions Holding BSCQ

# of Institutions

391

Shares Held

186M

Call Options Held

Put Options Held

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About INVESCO ET SELF IDXD FD TR BUL

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Ep Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History