A detailed history of Ep Wealth Advisors, LLC transactions in Black Rock Enhanced Equity Dividend Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,174 shares of BDJ stock, worth $226,817. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,174
Previous 29,331 14.17%
Holding current value
$226,817
Previous $239,000 9.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$8.04 - $8.65 $33,422 - $35,958
-4,157 Reduced 14.17%
25,174 $217,000
Q3 2023

Nov 22, 2023

BUY
$7.47 - $8.39 $219,102 - $246,087
29,331 New
29,331 $223,000

Others Institutions Holding BDJ

About BlackRock Enhanced Equity Dividend Trust


  • Ticker BDJ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stock...
More about BDJ
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.