Ae Wealth Management LLC Ishares Inc Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 120 shares of EPP stock, worth $5,572. This represents 0.0% of its overall portfolio holdings.

Number of Shares

120

Holding current value

$5,572

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$43.59 - $49.13 $5,230 - $5,895	120 New	120 $5,000

Others Institutions Holding EPP

# of Institutions

210

Shares Held

31.2M

Call Options Held

2.5K

Put Options Held

4.1K

Goldman Sachs Group Inc New York, NY

9.96M
Shares

$463 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.6M
Shares

$353 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.72M
Shares

$126 Million
0.01% of portfolio
Black Rock Inc. New York, NY

1.87M
Shares

$86.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.76M
Shares

$81.8 Million
0.01% of portfolio

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About ISHARES INC

Ticker EPP
Sector ETFs
Industry ETFs

More about EPP

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