Ep Wealth Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,211 shares of IVLU stock, worth $124,982. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,211
Previous 3,687
14.21%
Holding current value
$124,982
Previous $104,000
10.58%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IVLU
# of Institutions
243Shares Held
55.3MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO14.7MShares$437 Million0.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.6MShares$196 Million0.46% of portfolio
-
Envestnet Asset Management Inc6.22MShares$184 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.38MShares$100 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$98 Million1.82% of portfolio