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 $4.17 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,150Holding current value
$4.17 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IVOO
# of Institutions
266Shares Held
9.82MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$135 Million0.01% of portfolio
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Morgan Stanley New York, NY1.01MShares$110 Million0.01% of portfolio
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Lockheed Martin Investment Management CO Bethesda, MD900KShares$98.4 Million3.79% of portfolio
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Ubs Group Ag612KShares$66.9 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO420KShares$45.9 Million0.04% of portfolio