Ep Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,614 shares of FXZ stock, worth $103,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,614

Holding current value

$103,505

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$63.57 - $71.34 $102,601 - $115,142	1,614 New	1,614 $115,000

Others Institutions Holding FXZ

# of Institutions

133

Shares Held

3.75M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

626K
Shares

$40.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

375K
Shares

$24.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

367K
Shares

$23.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

299K
Shares

$19.2 Million
0.0% of portfolio
Ubs Group Ag

151K
Shares

$9.69 Million
0.0% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
Industry ETFs

More about FXZ

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Ep Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History