Ep Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 6,354 shares of TLT stock, worth $625,805. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,354
Previous 8,086
21.42%
Holding current value
$625,805
Previous $765,000
23.79%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding TLT
# of Institutions
1,269Shares Held
401MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.89 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.28 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.93 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.21 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.64 Billion0.04% of portfolio