Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 170,430 shares of IBDT stock, worth $4.28 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
170,430
Previous 155,183
9.83%
Holding current value
$4.28 Million
Previous $3.96 Million
7.12%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding IBDT
# of Institutions
341Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$193 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.8 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.9 Million0.02% of portfolio