Ep Wealth Advisors, LLC Franklin Templeton ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Franklin Templeton ETF Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 710,346 shares of FLEE stock, worth $21.7 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
710,346
Previous 720,642
1.43%
Holding current value
$21.7 Million
Previous $22.3 Million
11.86%
% of portfolio
0.17%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FLEE
# of Institutions
19Shares Held
1.37MCall Options Held
0Put Options Held
0-
Treasure Coast Financial Planning227KShares$6.95 Million4.18% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA126KShares$3.84 Million0.0% of portfolio
-
Franklin Resources Inc San Mateo, CA80.4KShares$2.46 Million0.0% of portfolio
-
Brandywine Oak Private Wealth LLC49KShares$1.5 Million0.13% of portfolio
-
Ever Source Wealth Advisors, LLC46.1KShares$1.41 Million0.08% of portfolio