Ep Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,044 shares of NEAR stock, worth $156,005. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,044
Previous 6,683
54.45%
Holding current value
$156,005
Previous $339,000
54.28%
% of portfolio
0.0%
Previous 0.0%
Shares
30 transactions
Others Institutions Holding NEAR
# of Institutions
418Shares Held
48.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.5MShares$180 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$162 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.61MShares$134 Million0.03% of portfolio
-
Clearwater Capital Advisors, LLC2.61MShares$134 Million13.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.56MShares$131 Million0.05% of portfolio