Ep Wealth Advisors, LLC Tidal ETF Tr Leatherback Long/ Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Tidal ETF Tr Leatherback Long/ stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,074,057 shares of LBAY stock, worth $28.2 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,074,057
Previous 1,085,606
1.06%
Holding current value
$28.2 Million
Previous $28 Million
6.0%
% of portfolio
0.26%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding LBAY
# of Institutions
12Shares Held
2.3MCall Options Held
0Put Options Held
0-
Lehman & Derafelo Financial Resources LLC1.03MShares$26.9 Million8.94% of portfolio
-
Financial Architects, Inc Marlton, NJ76.7KShares$2.01 Million0.31% of portfolio
-
Claraphi Advisory Network, LLC50.7KShares$1.33 Million0.6% of portfolio
-
Gts Securities LLC New York, NY21KShares$550,4620.0% of portfolio
-
Bank Of America Corp Charlotte, NC18.3KShares$479,8260.0% of portfolio