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EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
CVY3 quarters
Position history for EP Wealth Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T
No. EP Wealth Advisors exited its CVY position in Q3 2019. Its Q2 2019 13F listed 9,785 shares worth $217,000. EP Wealth Advisors first reported CVY in Q1 2019 and held it in 2 quarterly 13F filings.
Final Value
$0
Final Shares
0
Total Value Change
-$233,000
Total Shares Change
-10,785
Quarter-by-Quarter History
Other major holders of CVY: LPL Financial LLC, MORGAN STANLEY