Ep Wealth Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 1,532 shares of VIOO stock, worth $163,617. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,532
Previous 1,532
-0.0%
Holding current value
$163,617
Previous $155,000
3.23%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
323Shares Held
12.5MCall Options Held
1.4KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$172 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$126 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$72.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS487KShares$52 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY419KShares$44.7 Million0.11% of portfolio