Ep Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 19, 2024	BUY	$98.66 - $105.11 $423,744 - $451,447	4,295 New	4,295 $441,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$980 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$715 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$386 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$345 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$298 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
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