Ep Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,559 shares of LQDH stock, worth $322,374. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,559
-0.0%
Holding current value
$322,374
Previous $331,000
0.3%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LQDH
# of Institutions
100Shares Held
3.79MCall Options Held
0Put Options Held
0-
Destination Wealth Management789KShares$71.5 Million2.31% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$37.4 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$28 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$22.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX226KShares$20.4 Million1.88% of portfolio