Ep Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,485 shares of DJUN stock, worth $162,435. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,485Holding current value
$162,435% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DJUN
# of Institutions
102Shares Held
2.37MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC228KShares$10.6 Million0.05% of portfolio
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Winnow Wealth LLC Waco, TX124KShares$5.79 Million4.57% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL117KShares$5.48 Million0.0% of portfolio
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Commonwealth Equity Services, LLC99.5KShares$4.64 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ96.2KShares$4.49 Million0.01% of portfolio