Ep Wealth Advisors, LLC Principal ETF U S Mega Cap Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 131,410 shares of USMC stock, worth $7.67 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
131,410Holding current value
$7.67 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding USMC
# of Institutions
52Shares Held
46.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA33.7MShares$1.97 Billion1.12% of portfolio
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Principal Securities, Inc. Des Moines, IA4.41MShares$258 Million6.08% of portfolio
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Envestnet Asset Management Inc4.28MShares$250 Million0.08% of portfolio
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O'Brien Wealth Partners LLC831KShares$48.5 Million9.79% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$25.8 Million0.01% of portfolio