Ep Wealth Advisors, LLC Ishares Inc Msci Emerging Mkts Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Inc Msci Emerging Mkts stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,482 shares of EMXC stock, worth $529,785. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,482
Previous 11,520 26.37%
Holding current value
$529,785
Previous $663,000 24.28%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
SELL
$55.18 - $59.2 $167,636 - $179,849
-3,038 Reduced 26.37%
8,482 $502,000
Q1 2024

May 14, 2024
BUY
$52.7 - $57.65 $285,107 - $311,886
5,410 Added 88.54%
11,520 $663,000
Q4 2023

Feb 28, 2024
SELL
$47.86 - $55.5 $12,874 - $14,929
-269 Reduced 4.22%
6,110 $338,000
Q3 2023

Nov 22, 2023
SELL
$49.68 - $54.23 $676,691 - $738,666
-13,621 Reduced 68.11%
6,379 $317,000
Q2 2023

Aug 14, 2023
BUY
$48.83 - $53.24 $976,600 - $1.06 Million
20,000 New
20,000 $1.04 Million

Others Institutions Holding EMXC

# of Institutions
849
Shares Held
204M
Call Options Held
9.7K
Put Options Held
5.3K
View Full List

About ISHARES INC MSCI EMERGING MKTS

EMXC Quotes by TradingView
  • Ticker EMXC
  • Sector ETFs
  • Industry ETFs
More about EMXC
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email