Ep Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 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 10,204 shares of SOXX stock, worth $2.16 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,204
Previous 10,176
0.28%
Holding current value
$2.16 Million
Previous $2.51 Million
6.26%
% of portfolio
0.02%
Previous 0.03%
Shares
30 transactions
Others Institutions Holding SOXX
# of Institutions
808Shares Held
51.2MCall Options Held
2.12MPut Options Held
6.73M-
International Assets Investment Management, LLC Orlando, FL15.2MShares$3.22 Billion1.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.74MShares$1.85 Billion4.42% of portfolio
-
Goldman Sachs Group Inc New York, NY3.25MShares$687 Million0.12% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A62.96MShares$626 Million1.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.62MShares$553 Million0.05% of portfolio