Ep Wealth Advisors, LLC Invesco S&P 500 Equal Weight T Transaction History

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight T stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 498,458 shares of RYT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

498,458

Previous 472,434 5.51%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 19, 2024	BUY	N/A	26,024 Added 5.51%	498,458 $0
Q1 2024 May 14, 2024	BUY	$0.0 - $32.98 $0 - $14 Million	423,620 Added 867.82%	472,434 $0
Q4 2023 Feb 28, 2024	SELL	$26.28 - $32.83 $138,416 - $172,915	-5,267 Reduced 9.74%	48,814 $1.59 Million
Q3 2023 Nov 22, 2023	BUY	$0.0 - $301.97 $0 - $13.3 Million	43,971 Added 434.93%	54,081 $1.52 Million
Q2 2023 Aug 14, 2023	BUY	$0.0 - $295.8 $0 - $2.67 Million	9,020 Added 827.52%	10,110 $2.97 Million
Q1 2023 Jun 05, 2023	BUY	$241.12 - $279.68 $262,820 - $304,851	1,090 New	1,090 $300,000
Q4 2022 Jun 12, 2023	SELL	$231.06 - $263.81 $64,234 - $73,339	-278 Reduced 25.5%	812 $197,000
Q2 2022 Aug 11, 2022	SELL	$229.64 - $292.39 $19,749 - $25,145	-86 Reduced 10.29%	750 $177,000
Q1 2022 May 20, 2022	BUY	$262.98 - $325.7 $219,851 - $272,285	836 New	836 $242,000

Others Institutions Holding RYT

# of Institutions

396

Shares Held

62.3M

Call Options Held

4.6K

Put Options Held

24.3K

View Full List

About INVESCO S&P 500 EQUAL WEIGHT T

Ticker RYT
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Ep Wealth Advisors, LLC Invesco S&P 500 Equal Weight T Transaction History