Ep Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,707 shares of OEF stock, worth $986,173. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,707
Previous 3,956
6.29%
Holding current value
$986,173
Previous $883,000
3.85%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding OEF
# of Institutions
771Shares Held
34.4MCall Options Held
12.6KPut Options Held
12.7K-
Bank Of America Corp Charlotte, NC5.9MShares$1.57 Billion0.14% of portfolio
-
Fifth Third Bancorp2.3MShares$612 Million2.24% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.24MShares$596 Million2.69% of portfolio
-
Jones Financial Companies Lllp1.83MShares$487 Million0.62% of portfolio
-
Jpmorgan Chase & CO New York, NY1.54MShares$410 Million0.03% of portfolio