Ep Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Put Options Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$212 Million0.02% of portfolio
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Morgan Stanley New York, NY2.6MShares$122 Million0.01% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.9MShares$88.9 Million4.77% of portfolio
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Lpl Financial LLC Fort Mill, SC1.81MShares$84.5 Million0.05% of portfolio
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Creative Planning Overland Park, KS1.61MShares$75.2 Million0.09% of portfolio