Ep Wealth Advisors, LLC Amplify ETF Tr Trnsformational Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,870 shares of BLOK stock, worth $161,030. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,870

Previous 3,836 0.89%

Holding current value

$161,030

Previous $143,000 16.78%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$36.5 - $53.22 $1,241 - $1,809	34 Added 0.89%	3,870 $167,000
Q3 2024 Nov 14, 2024	SELL	$31.4 - $40.35 $1,036 - $1,331	-33 Reduced 0.85%	3,836 $143,000
Q2 2024 Aug 19, 2024	BUY	$30.52 - $36.37 $6,256 - $7,455	205 Added 5.59%	3,869 $137,000
Q1 2024 May 14, 2024	BUY	$26.16 - $36.44 $95,850 - $133,516	3,664 New	3,664 $133,000

Others Institutions Holding BLOK

# of Institutions

219

Shares Held

6.32M

Call Options Held

561K

Put Options Held

170K

View Full List

About AMPLIFY ETF TR TRNSFORMATIONAL

Ticker BLOK
Sector ETFs
Industry ETFs

More about BLOK

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Ep Wealth Advisors, LLC Amplify ETF Tr Trnsformational Transaction History