EP WEALTH ADVISORS, LLC – Invesco National AMT-Free Municipal Bond ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$1.72M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-5.80%
quarter
Invesco National AMT-Free Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -56.85% | -102.73K shares | -2.51M | $22.08 | 77.97K |
| Q2 2022 | share | Increase | +375.55% | 142.71K shares | 3.28M | $23.44 | 180.71K |
| Q1 2022 | share | Increase | +27.84% | 8.27K shares | 141K | $24.93 | 38.00K |
| Q4 2021 | share | Increase | +38.13% | 8.20K shares | 228K | $27.1 | 29.72K |
| Q3 2021 | share | Increase | +95.11% | 10.49K shares | 277K | $26.76 | 21.52K |
| Q2 2021 | share | Increase | 0.00% | 11.03K shares | 301K | $27 | 11.03K |