Ep Wealth Advisors, LLC First Tr Exchange Traded Fd Ut Call Options Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FXU
# of Institutions
124Shares Held
5.51MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY927KShares$35.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC543KShares$20.7 Million0.01% of portfolio
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Envestnet Asset Management Inc403KShares$15.4 Million0.01% of portfolio
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Truist Financial Corp366KShares$14 Million0.02% of portfolio
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Csenge Advisory Group311KShares$11.9 Million0.59% of portfolio