Ep Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 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 $331,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,559
-0.0%
Holding current value
$331,556
Previous $330,000
0.3%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LQDH
# of Institutions
87Shares Held
3.42MCall Options Held
0Put Options Held
0-
Destination Wealth Management751KShares$70 Million2.33% of portfolio
-
Bank Of America Corp Charlotte, NC304KShares$28.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC235KShares$21.9 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX217KShares$20.2 Million1.85% of portfolio
-
Leo Brokerage, LLC187KShares$17.5 Million1.99% of portfolio