Ep Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 76,810 shares of FIXD stock, worth $3.44 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
76,810Holding current value
$3.44 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
350Shares Held
68.3MCall Options Held
34.8KPut Options Held
0-
Morgan Stanley New York, NY8.49MShares$380 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC6.41MShares$287 Million0.1% of portfolio
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Wells Fargo & Company San Francisco, CA5.22MShares$233 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.83MShares$127 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.72MShares$122 Million0.04% of portfolio