Ep Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 30,161 shares of DON stock, worth $1.39 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,161
Previous 32,130
6.13%
Holding current value
$1.39 Million
Previous $1.47 Million
0.14%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$209 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$120 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$87.7 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$83.4 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.2 Million0.09% of portfolio