Ep Wealth Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 36,768 shares of VIOO stock, worth $3.39 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,768
Previous 36,725
0.12%
Holding current value
$3.39 Million
Previous $3.97 Million
1.86%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
363Shares Held
13.8MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.3 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.3 Million0.02% of portfolio