Ep Wealth Advisors, LLC Vaneck ETF Tr Morningstar Smid Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vaneck ETF Tr Morningstar Smid stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,375 shares of SMOT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,375
Previous 62,950 53.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-33,575 Reduced 53.34%
29,375 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-2,400 Reduced 3.67%
62,950 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-2,000 Reduced 2.97%
65,350 $0
Q2 2024

Aug 19, 2024
SELL
N/A
-4,395 Reduced 6.13%
67,350 $0
Q1 2024

May 14, 2024
BUY
N/A
20,890 Added 41.08%
71,745 $0
Q4 2023

Feb 28, 2024
BUY
N/A
50,855 New
50,855 $0

Others Institutions Holding SMOT

# of Institutions
108
Shares Held
8.27M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR MORNINGSTAR SMID

SMOT Quotes by TradingView
  • Ticker SMOT
More about SMOT
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