Ep Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 34,336 shares of USFR stock, worth $1.72 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,336
Previous 37,243
7.81%
Holding current value
$1.72 Million
Previous $1.87 Million
7.75%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.13 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio