A detailed history of Ep Wealth Advisors, LLC transactions in Toronto Dominion Bank stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,228 shares of TD stock, worth $574,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,228
Previous 10,196 0.31%
Holding current value
$574,404
Previous $560,000 15.54%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$54.54 - $64.56 $1,745 - $2,065
32 Added 0.31%
10,228 $647,000
Q2 2024

Aug 19, 2024

SELL
$53.85 - $60.24 $18,847 - $21,084
-350 Reduced 3.32%
10,196 $560,000
Q1 2024

May 14, 2024

BUY
$57.91 - $65.05 $40,768 - $45,795
704 Added 7.15%
10,546 $636,000
Q4 2023

Feb 28, 2024

SELL
$54.9 - $64.8 $4,501 - $5,313
-82 Reduced 0.83%
9,842 $635,000
Q3 2023

Nov 22, 2023

SELL
$59.03 - $65.94 $91,850 - $102,602
-1,556 Reduced 13.55%
9,924 $598,000
Q2 2023

Aug 14, 2023

BUY
$56.6 - $62.25 $385,049 - $423,486
6,803 Added 145.46%
11,480 $711,000
Q1 2023

Jun 05, 2023

BUY
$56.36 - $70.13 $263,595 - $327,998
4,677 New
4,677 $280,000
Q2 2022

Aug 11, 2022

BUY
$64.69 - $80.48 $200,344 - $249,246
3,097 New
3,097 $203,000

Others Institutions Holding TD

About TORONTO DOMINION BANK


  • Ticker TD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,813,100,032
  • Market Cap $102B
  • Description
  • The Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through three segments: Canadian Retail, U.S. Retail, and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing...
More about TD
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