Ep Wealth Advisors, LLC Heico Crp Cl A Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 486 shares of HEIA stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
486
              Previous 685
              
        
           29.05%
        
      
          
        Holding current value
$0
            Previous $0
            
        
           NaN%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  3 transactions
	
  Others Institutions Holding HEIA
# of Institutions
617Shares Held
69.9MCall Options Held
7.9KPut Options Held
2.9K- 
    
      Principal Financial Group Inc Des Moines, IA10.2MShares$00.0% of portfolio
- 
    
      Vanguard Group Inc Valley Forge, PA8.36MShares$00.0% of portfolio
- 
    
      Invesco Ltd. Atlanta, GA5.95MShares$00.0% of portfolio
- 
    
      Black Rock Inc. New York, NY5.52MShares$00.0% of portfolio
- 
    
      State Street Corp Boston, MA1.68MShares$00.0% of portfolio