Ep Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

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 2,775 shares of XMMO stock, worth $328,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,775
Previous 2,575 7.77%
Holding current value
$328,310
Previous $309,000 10.68%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$119.61 - $136.3 $23,922 - $27,260
200 Added 7.77%
2,775 $342,000
Q3 2023

Nov 22, 2023
BUY
$78.48 - $83.27 $164,494 - $174,533
2,096 Added 437.58%
2,575 $207,000
Q2 2023

Aug 14, 2023
BUY
$72.7 - $79.52 $34,823 - $38,090
479 New
479 $38,000
Q4 2022

Jun 12, 2023
BUY
$72.14 - $80.8 $188,285 - $210,888
2,610 New
2,610 $196,000
Q3 2021

Nov 23, 2021
SELL
$81.13 - $88.42 $70,583 - $76,925
-870 Reduced 25.0%
2,610 $220,000
Q3 2021

Nov 16, 2021
BUY
$81.13 - $88.42 $70,583 - $76,925
870 Added 33.33%
3,480 $220,000
Q4 2020

Feb 18, 2021
BUY
$67.23 - $79.47 $175,470 - $207,416
2,610 New
2,610 $204,000

Others Institutions Holding XMMO

# of Institutions
383
Shares Held
23.1M
Call Options Held
1.2K
Put Options Held
700
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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