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 $8.13 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
131,410Holding current value
$8.13 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding USMC
# of Institutions
54Shares Held
44.3MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA31.1MShares$1.92 Billion1.08% of portfolio
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Principal Securities, Inc. Des Moines, IA4.37MShares$270 Million5.9% of portfolio
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Envestnet Asset Management Inc4.28MShares$265 Million0.08% of portfolio
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O'Brien Wealth Partners LLC964KShares$59.6 Million10.97% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$27.3 Million0.01% of portfolio