Ep Wealth Advisors, LLC First Tr ETF Vi Nasdaq Oil & G Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in First Tr ETF Vi Nasdaq Oil & G stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,577 shares of FTXN stock, worth $123,945. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,577
Previous 4,577
-0.0%
Holding current value
$123,945
Previous $131,000
5.34%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FTXN
# of Institutions
97Shares Held
3.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY566KShares$15.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$14.3 Million0.01% of portfolio
-
Truist Financial Corp139KShares$3.78 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA124KShares$3.36 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL122KShares$3.31 Million0.01% of portfolio