Ep Wealth Advisors, LLC Trust For Professional Mgr Cro Call Options Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPC
# of Institutions
12Shares Held
1.73MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.53MShares$33.2 Million8.86% of portfolio
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Bank Of America Corp Charlotte, NC51.4KShares$1.11 Million0.0% of portfolio
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Ellsworth Advisors, LLC35.7KShares$774,5290.22% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$646,6110.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA25.1KShares$543,4610.0% of portfolio