Ep Wealth Advisors, LLC Ishares Msci Frontier And Sele Transaction History

Ep Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 17, 2020	SELL	$23.48 - $25.94 $369,129 - $407,802	-15,721 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$20.89 - $24.7 $592,920 - $701,060	-28,383 Reduced 64.35%	15,721 $380,000
Q1 2020 May 18, 2020	SELL	$19.66 - $31.28 $1.78 Million - $2.84 Million	-90,656 Reduced 67.27%	44,104 $942,000
Q4 2019 Feb 14, 2020	SELL	$27.88 - $30.4 $2.01 Million - $2.2 Million	-72,216 Reduced 34.89%	134,760 $4.09 Million
Q3 2019 Nov 18, 2019	BUY	$27.86 - $28.3 $5.77 Million - $5.86 Million	206,976 New	206,976 $5.82 Million

1.99M

3.4K

100

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

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