Ep Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Value 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 Value stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,511 shares of IVOV stock, worth $2.84 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
29,511
Previous 4,808
513.79%
Holding current value
$2.84 Million
Previous $421,000
571.02%
% of portfolio
0.03%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$80.7 Million0.14% of portfolio
-
Rockland Trust CO805KShares$77.4 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$26.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$23.4 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17.1 Million2.11% of portfolio