Ep Wealth Advisors, LLC Goldman Sachs Tr Eql Weight Us Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 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 39,791 shares of GSEW stock, worth $3.34 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
39,791
Previous 40,271
1.19%
Holding current value
$3.34 Million
Previous $3.06 Million
5.94%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding GSEW
# of Institutions
162Shares Held
11.7MCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC1.26MShares$106 Million1.11% of portfolio
-
Endurance Services LTD Purchase, NY1.14MShares$95.8 Million16.16% of portfolio
-
Morgan Stanley New York, NY736KShares$61.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$49.8 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC541KShares$45.4 Million0.39% of portfolio