Ep Wealth Advisors, LLC Global X Fds Us Infrastructure Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Global X Fds Us Infrastructure stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 745,542 shares of PAVE stock, worth $35.2 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
745,542
Previous 755,241
1.28%
Holding current value
$35.2 Million
Previous $28.5 Million
14.02%
% of portfolio
0.22%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding PAVE
# of Institutions
656Shares Held
137MCall Options Held
54.3KPut Options Held
0-
Bank Of Montreal Toronto, A622.8MShares$1.08 Billion0.49% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$1.07 Billion0.07% of portfolio
-
Morgan Stanley New York, NY9.67MShares$457 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$331 Million0.11% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.54MShares$215 Million2.27% of portfolio