Ep Wealth Advisors, LLC Ishares Msci World ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 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 $142,254. This represents 0.0% of its overall portfolio holdings.

Number of Shares
902
Previous 902 -0.0%
Holding current value
$142,254
Previous $141,000 0.71%
% 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
226
Shares Held
9.33M
Call Options Held
700
Put Options Held
1K
View Full List

About ISHARES MSCI WORLD ETF

URTH Quotes by TradingView
  • Ticker URTH
  • Sector ETFs
  • Industry ETFs
More about URTH
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email