Ep Wealth Advisors, LLC Goldman Sachs Tr Eql Weight Us Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
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 40,271 shares of GSEW stock, worth $3.32 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
40,271
Previous 40,353
0.2%
Holding current value
$3.32 Million
Previous $3.12 Million
1.73%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding GSEW
# of Institutions
149Shares Held
10.8MCall Options Held
0Put Options Held
0-
Endurance Services LTD Purchase, NY1.14MShares$93.9 Million16.04% of portfolio
-
Integrated Wealth Concepts LLC1.05MShares$86.3 Million0.99% of portfolio
-
Morgan Stanley New York, NY725KShares$59.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC594KShares$49 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC488KShares$40.2 Million0.41% of portfolio