Ep Wealth Advisors, LLC Invesco S&P Smallcap Health Ca Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding PSCH
# of Institutions
78Shares Held
742KCall Options Held
0Put Options Held
0-
G&S Capital LLC73.4KShares$3.1 Million1.21% of portfolio
-
Morgan Stanley New York, NY53.3KShares$2.25 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC45KShares$1.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA44.6KShares$1.88 Million0.0% of portfolio
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Pacific Sun Financial Corp38.8KShares$1.64 Million0.82% of portfolio