Ep Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 26,295 shares of QUAL stock, worth $4.77 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,295
Previous 14,683
79.08%
Holding current value
$4.77 Million
Previous $2.63 Million
77.89%
% of portfolio
0.04%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding QUAL
# of Institutions
1,571Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.29 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.06 Billion1.26% of portfolio
-
Morgan Stanley New York, NY9.09MShares$1.65 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.4 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.39 Billion0.92% of portfolio