Ep Wealth Advisors, LLC Flexshares Tr High Yield Value Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Flexshares Tr High Yield Value stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,229 shares of HYGV stock, worth $872,511. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,229

Holding current value

$872,511

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$40.53 - $41.51 $860,411 - $881,215	21,229 New	21,229 $863,000

Others Institutions Holding HYGV

# of Institutions

Shares Held

30.1M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

24.1M
Shares

$991 Million
0.14% of portfolio
Envestnet Asset Management Inc

847K
Shares

$34.8 Million
0.01% of portfolio
Kensington Asset Management, LLC Austin, TX

519K
Shares

$21.3 Million
1.25% of portfolio
Morgan Stanley New York, NY

498K
Shares

$20.5 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

461K
Shares

$18.9 Million
0.07% of portfolio

View Full List

About FLEXSHARES TR HIGH YIELD VALUE

Ticker HYGV
Sector ETFs
Industry ETFs

More about HYGV

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Ep Wealth Advisors, LLC Flexshares Tr High Yield Value Transaction History