Ep Wealth Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020
SELL
N/A
-11,385 Closed
0 $0
Q3 2019

Nov 18, 2019
SELL
N/A
-4,329 Reduced 27.55%
11,385 $240,000
Q2 2019

Aug 27, 2019
SELL
N/A
-10,934 Reduced 41.03%
15,714 $331,000
Q1 2019

May 20, 2019
BUY
N/A
26,648 New
26,648 $561,000
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email