Ep Wealth Advisors, LLC Pgim ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 415,067 shares of PULS stock, worth $20.6 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
415,067
Previous 398,477
4.16%
Holding current value
$20.6 Million
Previous $19.8 Million
4.22%
% of portfolio
0.14%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding PULS
# of Institutions
420Shares Held
177MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY37.8MShares$1.88 Billion0.12% of portfolio
-
Prudential Financial Inc Newark, NJ24.9MShares$1.24 Billion1.55% of portfolio
-
Morgan Stanley New York, NY16.3MShares$813 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$554 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.3MShares$511 Million0.16% of portfolio