EP Wealth Advisors, LLC
Position in PIE — Invesco Dorsey Wright Emerging Markets Momentum ETF
CIK 1540569
TORRANCE, CA
All Filings in PIE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 PIE | $395,409 | 19,176 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 PIE | $417,477 | 19,554 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 PIE | $421,932 | 20,256 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PIE | $385,018 | 19,554 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 PIE | $362,726 | 19,554 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 PIE | $131,424 | 6,928 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PIE | $366,671 | 19,788 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 PIE | $347,865 | 19,554 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 PIE | $326,242 | 19,905 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 PIE | $374,612 | 19,905 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 PIE | $466,616 | 19,975 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 PIE | $554,932 | 21,509 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 PIE | $539,536 | 22,194 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 PIE | $607,005 | 22,194 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 PIE | $1,002,681 | 41,761 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 PIE | $961,134 | 42,026 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 PIE | $827,131 | 42,901 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 PIE | $761,058 | 42,281 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 PIE | $960,104 | 65,896 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||