Ep Wealth Advisors, LLC Ishares Tr Global Consumer Sta Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2024
BUY
$55.14 - $59.83 $99,582 - $108,052
1,806 New
1,806 $107,000
Q2 2023

Aug 14, 2023
SELL
$59.55 - $64.56 $2.2 Million - $2.38 Million
-36,870 Reduced 61.03%
23,538 $1.44 Million
Q1 2023

Jun 05, 2023
BUY
$58.39 - $61.95 $3.53 Million - $3.74 Million
60,408 New
60,408 $3.74 Million

Others Institutions Holding KXI

# of Institutions
142
Shares Held
9.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GLOBAL CONSUMER STA

KXI Quotes by TradingView
  • Ticker KXI
  • Sector ETFs
  • Industry ETFs
More about KXI
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email