Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,526 shares of IMTB stock, worth $106,875. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,526
Previous 3,896
35.16%
Holding current value
$106,875
Previous $165,000
32.12%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMTB
# of Institutions
46Shares Held
3.62MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.11MShares$47.1 Million0.09% of portfolio
-
Royal Bank Of Canada Toronto, A6601KShares$25.4 Million0.01% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.4 Million3.9% of portfolio
-
Destination Wealth Management429KShares$18.1 Million0.6% of portfolio
-
Bank Of America Corp Charlotte, NC168KShares$7.1 Million0.0% of portfolio