Ep Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 950 shares of IVOG stock, worth $108,167. This represents 0.0% of its overall portfolio holdings.
Number of Shares
950
Previous 2,050
53.66%
Holding current value
$108,167
Previous $232,000
55.17%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding IVOG
# of Institutions
126Shares Held
2.92MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS678KShares$77.2 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$21.5 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$18.3 Million0.01% of portfolio
-
Octavia Wealth Advisors, LLC136KShares$15.5 Million2.03% of portfolio
-
Stordahl Capital Management, Inc.136KShares$15.4 Million3.72% of portfolio