Ep Wealth Advisors, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,300 shares of IBHH stock, worth $100,405. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,300Holding current value
$100,405% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding IBHH
# of Institutions
42Shares Held
3.06MCall Options Held
0Put Options Held
0-
Baltimore Washington Financial Advisors, Inc.871KShares$20.3 Million1.15% of portfolio
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New Edge Advisors, LLC New Orleans, LA548KShares$12.8 Million0.09% of portfolio
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Lbmc Investment Advisors, LLC251KShares$5.86 Million0.47% of portfolio
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Commonwealth Equity Services, LLC170KShares$3.97 Million0.01% of portfolio
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Monumental Financial Group Inc.129KShares$3.02 Million1.15% of portfolio