Ep Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,782 shares of DES stock, worth $331,022. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,782
Previous 9,782
-0.0%
Holding current value
$331,022
Previous $319,000
4.7%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$74.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$61.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.7 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51 Million0.05% of portfolio