Ep Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,690 shares of TLT stock, worth $963,917. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,690
Previous 11,180
4.38%
Holding current value
$963,917
Previous $1.1 Million
14.87%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding TLT
# of Institutions
1,431Shares Held
412MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.14 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.77 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.39 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.86 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.5 Billion0.04% of portfolio