A detailed history of Ep Wealth Advisors, LLC transactions in Alliancebernstein Holding L.P. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,225 shares of AB stock, worth $343,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,225
Holding current value
$343,723
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$31.87 - $35.39 $294,000 - $326,472
9,225 New
9,225 $322,000
Q1 2023

Jun 05, 2023

SELL
$33.49 - $41.93 $205,963 - $257,869
-6,150 Reduced 51.25%
5,850 $213,000
Q3 2022

Dec 02, 2022

BUY
$35.06 - $45.27 $245,420 - $316,890
7,000 Added 140.0%
12,000 $421,000
Q3 2021

Nov 23, 2021

SELL
$44.35 - $52.37 $46,656 - $55,093
-1,052 Reduced 17.38%
5,000 $248,000
Q3 2021

Nov 16, 2021

BUY
$44.35 - $52.37 $46,656 - $55,093
1,052 Added 21.04%
6,052 $248,000
Q2 2021

Aug 24, 2021

BUY
$39.8 - $46.69 $199,000 - $233,450
5,000 New
5,000 $233,000
Q1 2020

May 18, 2020

SELL
$14.66 - $35.82 $107,208 - $261,951
-7,313 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$27.54 - $30.42 $201,400 - $222,461
7,313 New
7,313 $221,000

Others Institutions Holding AB

About ALLIANCEBERNSTEIN HOLDING L.P.


  • Ticker AB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 97,266,800
  • Market Cap $3.62B
  • Description
  • AllianceBernstein Holding L.P. is publicly owned investment manager. The firm also provides research services to its clients. It provides its services to investment companies, pension and profit sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations, and other busin...
More about AB
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.