Ep Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Call Options Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FLTR
# of Institutions
245Shares Held
53.7MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC5.16MShares$132 Million0.34% of portfolio
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Wells Fargo & Company San Francisco, CA4.31MShares$110 Million0.02% of portfolio
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Pinnacle Wealth Planning Services, Inc.4.27MShares$109 Million14.56% of portfolio
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Lpl Financial LLC Fort Mill, SC4.14MShares$105 Million0.04% of portfolio
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Morgan Stanley New York, NY2.23MShares$56.9 Million0.0% of portfolio