Ep Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,004,200 shares of GOVT stock, worth $118 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
5,004,200
Previous 4,752,554
5.29%
Holding current value
$118 Million
Previous $108 Million
4.37%
% of portfolio
1.22%
Previous 1.28%
Shares
8 transactions
Others Institutions Holding GOVT
# of Institutions
749Shares Held
992MCall Options Held
11.7KPut Options Held
619K-
Bank Of America Corp Charlotte, NC369MShares$8.67 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC104MShares$2.45 Billion1.2% of portfolio
-
Envestnet Asset Management Inc57.4MShares$1.35 Billion0.46% of portfolio
-
Truist Financial Corp54.3MShares$1.28 Billion1.89% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA34MShares$799 Million0.51% of portfolio