Ep Wealth Advisors, LLC Flexshares Quality Dividend In Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Flexshares Quality Dividend In stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,144 shares of QDF stock, worth $641,665. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,144
Previous 9,849 17.31%
Holding current value
$641,665
Previous $673,000 11.59%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$59.99 - $73.18 $102,282 - $124,771
-1,705 Reduced 17.31%
8,144 $595,000
Q1 2025

May 15, 2025
SELL
$67.19 - $73.37 $696,961 - $761,067
-10,373 Reduced 51.3%
9,849 $673,000
Q4 2024

Feb 13, 2025
BUY
$70.4 - $73.87 $1 Million - $1.05 Million
14,222 Added 237.03%
20,222 $1.43 Million
Q1 2024

May 14, 2024
BUY
$60.46 - $65.91 $97,884 - $106,708
1,619 Added 36.96%
6,000 $395,000
Q3 2023

Nov 22, 2023
BUY
$55.46 - $60.11 $242,970 - $263,341
4,381 New
4,381 $244,000

Others Institutions Holding QDF

# of Institutions
167
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES QUALITY DIVIDEND IN

QDF Quotes by TradingView
  • Ticker QDF
  • Sector ETFs
  • Industry ETFs
More about QDF
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