A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Intl Momentum Fac stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,815 shares of IMTM stock, worth $170,492. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,815
Previous 3,815 -0.0%
Holding current value
$170,492
Previous $142,000 7.04%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$37.33 - $40.39 $783 - $848
21 Added 0.55%
3,815 $142,000
Q3 2024

Nov 14, 2024

BUY
$35.7 - $41.13 $135,445 - $156,047
3,794 New
3,794 $153,000

Others Institutions Holding IMTM

About ISHARES MSCI INTL MOMENTUM FAC


  • Ticker IMTM
  • Sector ETFs
  • Industry ETFs
More about IMTM
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.