Ep Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,600 shares of EUSA stock, worth $445,878. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,630
0.65%
Holding current value
$445,878
Previous $408,000
7.84%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EUSA
# of Institutions
101Shares Held
4.92MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO819KShares$79.4 Million0.08% of portfolio
-
Schroder Investment Management Group London, X0535KShares$51.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$47.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc357KShares$34.6 Million0.01% of portfolio
-
Arkadios Wealth Advisors327KShares$31.7 Million1.91% of portfolio