Ep Wealth Advisors, LLC Invesco Ex Tr Self Indx Fd Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,591 shares of IMFL stock, worth $278,522. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,591
Previous 9,857 2.7%
Holding current value
$278,522
Previous $242,000 9.5%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$22.43 - $27.68 $5,966 - $7,362
-266 Reduced 2.7%
9,591 $265,000
Q1 2025

May 15, 2025
SELL
$23.3 - $25.76 $149,189 - $164,941
-6,403 Reduced 39.38%
9,857 $242,000
Q4 2024

Feb 13, 2025
BUY
$23.48 - $25.49 $381,784 - $414,467
16,260 New
16,260 $381,000

Others Institutions Holding IMFL

# of Institutions
50
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EX TR SELF INDX FD TR

IMFL Quotes by TradingView
  • Ticker IMFL
More about IMFL
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email