Ep Wealth Advisors, LLC Goldman Sachs Tr Eql Weight Us Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Goldman Sachs Tr Eql Weight Us stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 40,353 shares of GSEW stock, worth $3.13 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
40,353
Previous 41,234
2.14%
Holding current value
$3.13 Million
Previous $3.19 Million
2.44%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding GSEW
# of Institutions
121Shares Held
9.07MCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC1.05MShares$81.3 Million0.99% of portfolio
-
Spc Financial, Inc.911KShares$70.8 Million6.19% of portfolio
-
Morgan Stanley New York, NY616KShares$47.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC551KShares$42.8 Million0.0% of portfolio
-
Ckw Financial Group462KShares$35.9 Million4.39% of portfolio