Ep Wealth Advisors, LLC Fidel Merrimack Str Tr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Fidel Merrimack Str Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,338 shares of FSEC stock, worth $103,783. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,338

Holding current value

$103,783

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$42.41 - $44.36 $99,154 - $103,713	2,338 New	2,338 $101,000

Others Institutions Holding FSEC

# of Institutions

Shares Held

522K

Call Options Held

Put Options Held

Integrity Alliance, Llc. Urbandale, IA

109K
Shares

$4.84 Million
0.23% of portfolio
Wealth Enhancement Advisory Services, LLC

53K
Shares

$2.35 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

47.1K
Shares

$2.09 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

36.9K
Shares

$1.64 Million
0.0% of portfolio
Envestnet Asset Management Inc

31.8K
Shares

$1.41 Million
0.0% of portfolio

View Full List

About FIDEL MERRIMACK STR TR

Ticker FSEC
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Fidel Merrimack Str Tr Transaction History