Ep Wealth Advisors, LLC Fidelity Nasdaq Composite Inde Put Options Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding ONEQ

# of Institutions

316

Shares Held

15M

Call Options Held

9.4K

Put Options Held

2.7K

Commonwealth Equity Services, LLC

1.12M
Shares

$88.7 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$68.8 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$60.8 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$43.5 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$43 Million
0.0% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
Sector ETFs
Industry ETFs

More about ONEQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.