Ep Wealth Advisors, LLC Ishares Msci Global Min Vol Fa Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,251 shares of ACWV stock, worth $372,337. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,251
Previous 2,585
25.76%
Holding current value
$372,337
Previous $272,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding ACWV
# of Institutions
330Shares Held
22MCall Options Held
300Put Options Held
0-
Sei Investments CO Oaks, PA2.72MShares$312 Million0.41% of portfolio
-
Aspiriant, LLC2.41MShares$276 Million10.3% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A62.2MShares$252 Million0.22% of portfolio
-
Rgt Wealth Advisors, LLC1.98MShares$226 Million27.92% of portfolio
-
Black Rock Inc. New York, NY1.72MShares$197 Million0.0% of portfolio