Ep Wealth Advisors, LLC Ishares Msci Intl Momentum Fac Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
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 $176,405. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,815
Previous 3,815
-0.0%
Holding current value
$176,405
Previous $142,000
7.04%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMTM
# of Institutions
197Shares Held
75MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.9MShares$920 Million1.85% of portfolio
-
Envestnet Asset Management Inc18.8MShares$870 Million0.26% of portfolio
-
Wealth Enhancement Advisory Services, LLC18.3MShares$846 Million1.5% of portfolio
-
Victory Capital Management Inc1.78MShares$82.5 Million0.08% of portfolio
-
Ritholtz Wealth Management1.47MShares$67.9 Million1.51% of portfolio