Ep Wealth Advisors, LLC Ishares Tr Msci Acwi Low Carbo Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,374 shares of CRBN stock, worth $311,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,374
Previous 805 70.68%
Holding current value
$311,032
Previous $153,000 90.2%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$170.2 - $211.82 $96,843 - $120,525
569 Added 70.68%
1,374 $291,000
Q3 2024

Nov 14, 2024
BUY
$175.05 - $196.39 $26,257 - $29,458
150 Added 22.9%
805 $157,000
Q4 2023

Feb 28, 2024
BUY
$143.83 - $166.15 $94,208 - $108,828
655 New
655 $108,000
Q2 2022

Aug 11, 2022
SELL
$133.43 - $165.9 $87,396 - $108,664
-655 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$150.89 - $174.82 $98,832 - $114,507
655 New
655 $107,000

Others Institutions Holding CRBN

# of Institutions
151
Shares Held
2.64M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

CRBN Quotes by TradingView
  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
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