Ep Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
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 $327,748. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,559
-0.0%
Holding current value
$327,748
Previous $330,000
0.61%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LQDH
# of Institutions
109Shares Held
4.51MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.1 Million2.4% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$38 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$25.1 Million0.01% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO251KShares$23.1 Million3.72% of portfolio