Ep Wealth Advisors, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,233 shares of BSCV stock, worth $101,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,233

Holding current value

$101,286

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$16.02 - $16.72 $99,852 - $104,215	6,233 New	6,233 $100,000

Others Institutions Holding BSCV

# of Institutions

140

Shares Held

41.2M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.75M
Shares

$110 Million
1.22% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.45M
Shares

$56 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.15M
Shares

$34.9 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

2.02M
Shares

$32.8 Million
0.02% of portfolio
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

2M
Shares

$32.5 Million
1.22% of portfolio

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About INVESCO ETF SELF-INDEXED FD TR

Ticker BSCV

More about BSCV

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Ep Wealth Advisors, LLC Invesco ETF Self Indexed Fd Tr Transaction History