Ep Wealth Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 325,987 shares of SUSB stock, worth $7.96 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
325,987
Previous 367,875
11.39%
Holding current value
$7.96 Million
Previous $9.01 Million
11.38%
% of portfolio
0.09%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding SUSB
# of Institutions
270Shares Held
24.4MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.6MShares$63.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.09MShares$26.7 Million0.0% of portfolio
-
First Pacific Financial749KShares$18.3 Million6.5% of portfolio
-
Pfs Investments Inc. Duluth, GA675KShares$16.5 Million0.26% of portfolio
-
Royal Bank Of Canada Toronto, A6663KShares$16.2 Million0.0% of portfolio