Ep Wealth Advisors, LLC Pacer Fds Tr Trendpliot 100 Et Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,556 shares of PTNQ stock, worth $114,397. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,556
Previous 1,550
0.39%
Holding current value
$114,397
Previous $101,000
4.95%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PTNQ
# of Institutions
132Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.36MShares$99.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$90.8 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$84.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA647KShares$47.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL461KShares$33.9 Million0.05% of portfolio