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 $143,210. This represents 0.0% of its overall portfolio holdings.
Number of Shares
902
Previous 862
4.64%
Holding current value
$143,210
Previous $127,000
11.02%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding URTH
# of Institutions
204Shares Held
8.38MCall Options Held
4KPut Options Held
3.4K-
Royal Bank Of Canada Toronto, A61.72MShares$273 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY773KShares$123 Million0.02% of portfolio
-
Sumitomo Mitsui Ds Asset Management Company, LTD682KShares$108 Million1.17% of portfolio
-
Prudential PLC London, England, X0671KShares$107 Million0.54% of portfolio
-
Evensky & Katz LLC282KShares$44.7 Million2.88% of portfolio