Ep Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Shares
14 transactions
Others Institutions Holding SHM
# of Institutions
440Shares Held
72.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.2MShares$772 Million0.07% of portfolio
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Envestnet Asset Management Inc5.88MShares$281 Million0.09% of portfolio
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Morgan Stanley New York, NY5.62MShares$268 Million0.02% of portfolio
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Goldman Sachs Group Inc New York, NY4.85MShares$231 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA4.74MShares$226 Million0.05% of portfolio