Ep Wealth Advisors, LLC Franklin Templeton ETF Tr Call Options Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FLSW

# of Institutions

23

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

Morningstar Investment Management LLC Chicago, IL

318K
Shares

$11.7 Million
0.8% of portfolio
Marotta Asset Management

243K
Shares

$8.91 Million
1.89% of portfolio
Pgim Custom Harvest LLC Newark, NJ

190K
Shares

$6.98 Million
0.12% of portfolio
Innealta Capital, LLC Austin, TX

65.3K
Shares

$2.4 Million
1.46% of portfolio
Ci Private Wealth, LLC Miami, FL

48.4K
Shares

$1.77 Million
0.0% of portfolio

About FRANKLIN TEMPLETON ETF TR

Ticker FLSW
Sector ETFs
Industry ETFs

More about FLSW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.