Ep Wealth Advisors, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,677 shares of MINT stock, worth $368,913. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,677
Previous 1,182
211.08%
Holding current value
$368,913
Previous $118,000
213.56%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding MINT
# of Institutions
712Shares Held
90MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.1MShares$2.32 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA9.1MShares$913 Million0.23% of portfolio
-
Morgan Stanley New York, NY8.09MShares$812 Million0.06% of portfolio
-
Assetmark, Inc6.06MShares$608 Million1.9% of portfolio
-
Hb Wealth Management, LLC2.99MShares$300 Million3.5% of portfolio