Ep Wealth Advisors, LLC Ishares Tr Call Options Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IEO
# of Institutions
169Shares Held
2.35MCall Options Held
37.3KPut Options Held
28.2K-
Morgan Stanley New York, NY401KShares$34.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC146KShares$12.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA115KShares$10 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC114KShares$9.88 Million0.0% of portfolio
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Envestnet Asset Management Inc70KShares$6.09 Million0.0% of portfolio