Ep Wealth Advisors, LLC Vanguard Scottsdale Fds Vangua Call Options Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BNDW
# of Institutions
105Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.7 Million0.01% of portfolio
-
Two West Capital Advisors LLC Overland Park, KS232KShares$16 Million13.29% of portfolio
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Bank Of America Corp Charlotte, NC199KShares$13.7 Million0.0% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.3 Million0.16% of portfolio
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Wealth Enhancement Advisory Services, LLC123KShares$8.53 Million0.02% of portfolio