Ep Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,685 shares of IYK stock, worth $111,378. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,685
Previous 1,581
6.58%
Holding current value
$111,378
Previous $103,000
14.56%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IYK
# of Institutions
242Shares Held
36.4MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL26.9MShares$1.78 Billion1.16% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$97.3 Million2.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC847KShares$56 Million0.03% of portfolio
-
Morgan Stanley New York, NY847KShares$56 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$51.9 Million0.01% of portfolio