Ep Wealth Advisors, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
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 655 shares of CRBN stock, worth $127,397. This represents 0.0% of its overall portfolio holdings.
Number of Shares
655
Previous 655
-0.0%
Holding current value
$127,397
Previous $117,000
2.56%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CRBN
# of Institutions
121Shares Held
2.51MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.27MShares$246 Million0.6% of portfolio
-
Morgan Stanley New York, NY206KShares$40.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$24 Million0.0% of portfolio
-
Aspiriant, LLC107KShares$20.8 Million0.8% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.6 Million2.25% of portfolio