Ep Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 65,116 shares of USMV stock, worth $6.15 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
65,116
Previous 76,807
15.22%
Holding current value
$6.15 Million
Previous $7.01 Million
17.57%
% of portfolio
0.05%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding USMV
# of Institutions
1,389Shares Held
200MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.58 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.49 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.25 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$968 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$584 Million0.37% of portfolio