Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 6,574 shares of INTF stock, worth $204,385. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,574
Previous 9,585
31.41%
Holding current value
$204,385
Previous $286,000
32.87%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding INTF
# of Institutions
136Shares Held
37.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.77MShares$242 Million14.4% of portfolio
-
Halbert Hargrove Global Advisors, LLC2.73MShares$84.8 Million4.63% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.44MShares$76 Million14.08% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$75.8 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.76MShares$54.7 Million5.74% of portfolio