Ep Wealth Advisors, LLC Fidelity Covington Tr Divid Et Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 393,071 shares of FDRR stock, worth $21.1 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
393,071
Previous 415,926
5.49%
Holding current value
$21.1 Million
Previous $21.4 Million
5.72%
% of portfolio
0.17%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding FDRR
# of Institutions
105Shares Held
3.94MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE988KShares$52.9 Million1.83% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$14.1 Million3.12% of portfolio
-
Bank Of America Corp Charlotte, NC236KShares$12.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC223KShares$12 Million0.02% of portfolio
-
Private Advisor Group, LLC178KShares$9.53 Million0.05% of portfolio