Ep Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,871 shares of TLH stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,871Holding current value
$1.98 Million% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
634Shares Held
105MCall Options Held
59.2KPut Options Held
14.7K-
Envestnet Asset Management Inc19.2MShares$2.01 Billion0.6% of portfolio
-
Bank Of America Corp Charlotte, NC9.8MShares$1.03 Billion0.07% of portfolio
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Forum Financial Management, LP Lombard, IL8.01MShares$839 Million12.82% of portfolio
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Lpl Financial LLC Fort Mill, SC7.09MShares$743 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA3.49MShares$365 Million0.08% of portfolio