Ep Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
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 242,104 shares of BSCR stock, worth $4.78 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
242,104
Previous 246,459
1.77%
Holding current value
$4.78 Million
Previous $4.83 Million
1.47%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding BSCR
# of Institutions
386Shares Held
182MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA64.6MShares$1.28 Billion4.05% of portfolio
-
Morgan Stanley New York, NY9.36MShares$185 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.61MShares$130 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.21MShares$123 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC4.89MShares$96.4 Million0.01% of portfolio