Ep Wealth Advisors, LLC Iq Merger Arbitrage ETF Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$30.16 - $32.18 $166,935 - $178,116	-5,535 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$31.5 - $32.22 $174,352 - $178,337	5,535 New	5,535 $177,000

Others Institutions Holding MNA

# of Institutions

76

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

1.15M
Shares

$37.7 Million
0.39% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

946K
Shares

$31 Million
0.03% of portfolio
Morgan Stanley New York, NY

629K
Shares

$20.6 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

466K
Shares

$15.3 Million
0.88% of portfolio
Envestnet Asset Management Inc

261K
Shares

$8.56 Million
0.0% of portfolio

About IQ MERGER ARBITRAGE ETF

Ticker MNA
Sector ETFs
Industry ETFs

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