Ep Wealth Advisors, LLC Vaneck High Yield Muni ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,245 shares of HYD stock, worth $216,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,245
Previous 4,947 14.19%
Holding current value
$216,028
Previous $253,000 15.81%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$49.08 - $51.35 $34,454 - $36,047
-702 Reduced 14.19%
4,245 $213,000
Q1 2025

May 15, 2025
BUY
$50.79 - $52.53 $40,174 - $41,551
791 Added 19.03%
4,947 $253,000
Q4 2024

Feb 13, 2025
BUY
$51.09 - $53.06 $21,968 - $22,815
430 Added 11.54%
4,156 $215,000
Q3 2024

Nov 14, 2024
BUY
$51.46 - $53.07 $191,739 - $197,738
3,726 New
3,726 $197,000

Others Institutions Holding HYD

# of Institutions
361
Shares Held
42.3M
Call Options Held
131K
Put Options Held
134K
View Full List

About VANECK HIGH YIELD MUNI ETF

HYD Quotes by TradingView
  • Ticker HYD
  • Sector ETFs
  • Industry ETFs
More about HYD
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email