Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,155 shares of PWV stock, worth $208,955. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,155
Previous 3,155
-0.0%
Holding current value
$208,955
Previous $187,000
4.81%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PWV
# of Institutions
191Shares Held
12.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.63MShares$240 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$101 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC816KShares$54 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA564KShares$37.4 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC508KShares$33.7 Million0.04% of portfolio