Ep Wealth Advisors, LLC Trust For Professional Mgr Cro Put Options Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SPC
# of Institutions
12Shares Held
1.81MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.66MShares$36.1 Million7.04% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$647,8040.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA24.4KShares$529,2240.0% of portfolio
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Ellsworth Advisors, LLC23.4KShares$508,1000.13% of portfolio
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Bank Of America Corp Charlotte, NC22.1KShares$480,5500.0% of portfolio