Ep Wealth Advisors, LLC Goldman Sachs ETF Tr Actvebeta Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Goldman Sachs ETF Tr Actvebeta stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,505 shares of GEM stock, worth $924,096. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,505
Previous 30,387
2.9%
Holding current value
$924,096
Previous $992,000
4.33%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding GEM
# of Institutions
148Shares Held
27.5MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY3.67MShares$115 Million0.02% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA3.22MShares$101 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA2.61MShares$81.8 Million0.02% of portfolio
-
Betterment LLC New York, NY1.66MShares$52 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$52 Million3.43% of portfolio