Ep Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,176 shares of SOXX stock, worth $2.37 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,176
Previous 9,616
5.82%
Holding current value
$2.37 Million
Previous $2.17 Million
15.52%
% of portfolio
0.03%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding SOXX
# of Institutions
797Shares Held
41.4MCall Options Held
1.82MPut Options Held
3.72M-
International Assets Investment Management, LLC Orlando, FL15.2MShares$3.55 Billion1.06% of portfolio
-
Goldman Sachs Group Inc New York, NY2.59MShares$605 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$576 Million0.05% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A62.01MShares$469 Million1.46% of portfolio
-
Morgan Stanley New York, NY1.81MShares$422 Million0.04% of portfolio