Ep Wealth Advisors, LLC Franklin Templeton ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
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 58,282 shares of FLSW stock, worth $2.29 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
58,282
Previous 59,080
1.35%
Holding current value
$2.29 Million
Previous $2.11 Million
4.79%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FLSW
# of Institutions
24Shares Held
811KCall Options Held
0Put Options Held
0-
Marotta Asset Management260KShares$10.2 Million1.89% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ187KShares$7.32 Million0.15% of portfolio
-
Innealta Capital, LLC Austin, TX65.6KShares$2.58 Million1.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL46.3KShares$1.82 Million0.0% of portfolio
-
Bank Julius Baer & Co. Ltd, Zurich35.1KShares$1.38 Million0.0% of portfolio