Ep Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 5,373,142 shares of GOVT stock, worth $123 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
5,373,142
Previous 5,193,828
3.45%
Holding current value
$123 Million
Previous $122 Million
1.38%
% of portfolio
1.05%
Previous 1.08%
Shares
10 transactions
Others Institutions Holding GOVT
# of Institutions
848Shares Held
1.2BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.67 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.58 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.63 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.53 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.13 Billion0.09% of portfolio