Ep Wealth Advisors, LLC Wisdomtree Tr U.S Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,312 shares of DHS stock, worth $132,590. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,312
Holding current value
$132,590
% of portfolio
0.0%

Shares

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

Aug 14, 2025
BUY
$87.71 - $98.37 $115,075 - $129,061
1,312 New
1,312 $125,000
Q3 2024

Nov 14, 2024
BUY
$83.9 - $93.83 $325,615 - $364,154
3,881 New
3,881 $364,000
Q4 2022

Jun 12, 2023
BUY
$77.6 - $89.39 $194,000 - $223,475
2,500 New
2,500 $215,000
Q2 2022

Aug 11, 2022
BUY
$80.0 - $91.19 $310,480 - $353,908
3,881 New
3,881 $319,000

Others Institutions Holding DHS

# of Institutions
263
Shares Held
6.73M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

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