Ep Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,463 shares of PFF stock, worth $439,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,463
Previous 11,778
14.31%
Holding current value
$439,836
Previous $371,000
20.49%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding PFF
# of Institutions
1,100Shares Held
188MCall Options Held
167KPut Options Held
797K-
Bank Of America Corp Charlotte, NC24.4MShares$797 Million0.07% of portfolio
-
Morgan Stanley New York, NY15.4MShares$503 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA9.04MShares$295 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.17MShares$234 Million0.11% of portfolio
-
Ubs Group Ag5.88MShares$192 Million0.04% of portfolio