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 16,077 shares of ITA stock, worth $2.44 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,077
Previous 16,842
4.54%
Holding current value
$2.44 Million
Previous $2.22 Million
4.46%
% of portfolio
0.02%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding ITA
# of Institutions
658Shares Held
24MCall Options Held
169KPut Options Held
180K-
Bank Of America Corp Charlotte, NC9.16MShares$1.39 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.81MShares$275 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC905KShares$137 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN758KShares$115 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA713KShares$108 Million0.02% of portfolio