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 1,962 shares of SPGP stock, worth $217,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,962
Previous 2,211 11.26%
Holding current value
$217,075
Previous $220,000 4.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$86.05 - $107.7 $21,426 - $26,817
-249 Reduced 11.26%
1,962 $211,000
Q1 2025

May 15, 2025
BUY
$96.88 - $111.25 $24,123 - $27,701
249 Added 12.69%
2,211 $220,000
Q3 2024

Nov 14, 2024
SELL
$96.3 - $106.49 $13,674 - $15,121
-142 Reduced 6.75%
1,962 $205,000
Q2 2024

Aug 19, 2024
BUY
$99.32 - $106.72 $14,103 - $15,154
142 Added 7.24%
2,104 $216,000
Q1 2024

May 14, 2024
BUY
$94.23 - $106.49 $71,803 - $81,145
762 Added 63.5%
1,962 $208,000
Q4 2023

Feb 28, 2024
BUY
$86.55 - $99.14 $103,860 - $118,968
1,200 New
1,200 $117,000

Others Institutions Holding SPGP

# of Institutions
343
Shares Held
16.9M
Call Options Held
2.2K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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