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 $334,154. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,559
-0.0%
Holding current value
$334,154
Previous $331,000
0.3%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LQDH
# of Institutions
97Shares Held
3.38MCall Options Held
0Put Options Held
0-
Destination Wealth Management789KShares$74.1 Million2.31% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$29 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$23.3 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX226KShares$21.2 Million1.88% of portfolio
-
Leo Brokerage, LLC187KShares$17.6 Million1.99% of portfolio