Ep Wealth Advisors, LLC Ishares Msci World ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 902 shares of URTH stock, worth $145,718. This represents 0.0% of its overall portfolio holdings.

Number of Shares
902
Previous 862 4.64%
Holding current value
$145,718
Previous $127,000 11.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$140.68 - $156.99 $5,627 - $6,279
40 Added 4.64%
902 $141,000
Q3 2023

Nov 22, 2023
BUY
$119.58 - $128.54 $103,077 - $110,801
862 New
862 $103,000

Others Institutions Holding URTH

# of Institutions
217
Shares Held
8.82M
Call Options Held
4K
Put Options Held
3.4K
View Full List

About ISHARES MSCI WORLD ETF

URTH Quotes by TradingView
  • Ticker URTH
  • Sector ETFs
  • Industry ETFs
More about URTH
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