Ep Wealth Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 36,725 shares of VIOO stock, worth $4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
36,725
Previous 1,532
2297.19%
Holding current value
$4 Million
Previous $150,000
2548.0%
% of portfolio
0.04%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VIOO
# of Institutions
334Shares Held
13.4MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$178 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$135 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$75 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$64.6 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$46.9 Million0.02% of portfolio