Invesco Exchng Traded Fd Tr dwa smlcp ment shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr dwa smlcp ment (DWAS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Invesco Exchng Traded Fd Tr dwa smlcp ment
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr dwa smlcp ment by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $895k | 9.6k | 92.87 |
| 2024-06-30 | $820k | 9.6k | 85.04 |
| 2024-03-31 | $876k | 9.6k | 90.91 |
| 2023-12-31 | $812k | 9.7k | 83.79 |
| 2023-09-30 | $728k | 9.7k | 75.11 |
| 2023-06-30 | $762k | 2.0k | 378.87 |
| 2023-03-31 | $1.3M | 12k | 117.18 |
| 2022-12-31 | $830k | 11k | 72.76 |
| 2022-09-30 | $782k | 11k | 68.54 |
| 2022-06-30 | $775k | 11k | 67.93 |
| 2022-03-31 | $966k | 11k | 84.67 |
| 2021-12-31 | $1.2M | 14k | 89.99 |
| 2021-09-30 | $1.1M | 381k | 2.91 |
| 2021-06-30 | $1.1M | 13k | 89.82 |
| 2021-03-31 | $1.5M | 18k | 85.04 |
| 2020-12-31 | $1.4M | 18k | 75.30 |
| 2020-09-30 | $1.1M | 18k | 59.35 |
| 2020-06-30 | $985k | 18k | 53.51 |
| 2020-03-31 | $983k | 24k | 40.72 |
| 2019-12-31 | $1.3M | 23k | 57.08 |
| 2019-09-30 | $1.2M | 25k | 50.05 |
| 2019-06-30 | $1.3M | 24k | 53.97 |
| 2019-03-31 | $1.1M | 22k | 50.49 |
| 2018-12-31 | $1.0M | 24k | 43.52 |
| 2018-09-30 | $1.5M | 25k | 57.54 |
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