Ep Wealth Advisors, LLC First Tr Iii Calif Mun High In Call Options Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FCAL
# of Institutions
62Shares Held
3.91MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.8MShares$89.3 Million2.17% of portfolio
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Lpl Financial LLC Fort Mill, SC752KShares$37.4 Million0.02% of portfolio
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Morgan Stanley New York, NY226KShares$11.3 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6113KShares$5.64 Million0.0% of portfolio
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Citizens Business Bank Ontario, CA97.8KShares$4.87 Million1.03% of portfolio