Ep Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,917 shares of AOA stock, worth $228,226. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,917
Previous 2,909
0.28%
Holding current value
$228,226
Previous $213,000
2.35%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.5 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.5 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.7 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.6 Million0.06% of portfolio