Ep Wealth Advisors, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 57,622 shares of PMAY stock, worth $2.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
57,622
Previous 65,074 11.45%
Holding current value
$2.1 Million
Previous $2.29 Million 9.77%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$35.07 - $36.08 $261,341 - $268,868
-7,452 Reduced 11.45%
57,622 $2.07 Million
Q3 2024

Nov 14, 2024
BUY
$33.3 - $35.24 $2.17 Million - $2.29 Million
65,074 New
65,074 $2.29 Million

Others Institutions Holding PMAY

# of Institutions
189
Shares Held
12.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR S&P 500 PWR

PMAY Quotes by TradingView
  • Ticker PMAY
  • Sector ETFs
  • Industry ETFs
More about PMAY
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