Ep Wealth Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Ep Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 20, 2022	SELL	$52.29 - $96.99 $127,221 - $235,976	-2,433 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$91.87 - $125.12 $223,519 - $304,416	2,433 New	2,433 $230,000
Q1 2020 May 18, 2020	SELL	$34.69 - $60.37 $139,453 - $242,687	-4,020 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$40.62 - $51.82 $32,495 - $41,456	-800 Reduced 16.6%	4,020 $201,000
Q2 2019 Aug 27, 2019	BUY	$40.14 - $48.98 $193,474 - $236,083	4,820 New	4,820 $231,000

712

52M

15.5M

12.9M

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