Ep Wealth Advisors, LLC Wisdomtree Tr Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
254Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$295 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC5.07MShares$223 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.35MShares$147 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$110 Million0.03% of portfolio
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Envestnet Asset Management Inc1.41MShares$62 Million0.02% of portfolio