Ep Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 38,150 shares of IVOO stock, worth $4.07 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,150Holding current value
$4.07 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IVOO
# of Institutions
270Shares Held
10.4MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$132 Million0.01% of portfolio
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Morgan Stanley New York, NY1.01MShares$108 Million0.01% of portfolio
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Lockheed Martin Investment Management CO Bethesda, MD900KShares$96.1 Million4.43% of portfolio
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International Assets Investment Management, LLC Orlando, FL769KShares$82 Million0.02% of portfolio
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Ubs Group Ag612KShares$65.3 Million0.01% of portfolio