Ep Wealth Advisors, LLC Proshares Tr Pet Care ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr Pet Care ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,900 shares of PAWZ stock, worth $158,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,900
Previous 3,460 16.18%
Holding current value
$158,920
Previous $186,000 7.53%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$51.81 - $60.7 $29,013 - $33,992
-560 Reduced 16.18%
2,900 $172,000
Q2 2024

Aug 19, 2024
SELL
$46.49 - $55.1 $101,115 - $119,842
-2,175 Reduced 38.6%
3,460 $186,000
Q1 2024

May 14, 2024
SELL
$48.84 - $52.26 $81,660 - $87,378
-1,672 Reduced 22.88%
5,635 $280,000
Q4 2023

Feb 28, 2024
SELL
$41.66 - $53.13 $14,039 - $17,904
-337 Reduced 4.41%
7,307 $385,000
Q3 2023

Nov 22, 2023
SELL
$44.37 - $52.59 $198,910 - $235,760
-4,483 Reduced 36.97%
7,644 $341,000
Q2 2023

Aug 14, 2023
BUY
$47.81 - $52.49 $362,160 - $397,611
7,575 Added 166.41%
12,127 $616,000
Q1 2023

Jun 05, 2023
BUY
$46.83 - $55.49 $213,170 - $252,590
4,552 New
4,552 $225,000

Others Institutions Holding PAWZ

# of Institutions
53
Shares Held
289K
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR PET CARE ETF

PAWZ Quotes by TradingView
  • Ticker PAWZ
  • Sector ETFs
  • Industry ETFs
More about PAWZ
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email