Ep Wealth Advisors, LLC Vanguard Industrial ETF Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 999 shares of VIS stock, worth $258,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
999
Previous 975
2.46%
Holding current value
$258,471
Previous $238,000
1.68%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VIS
# of Institutions
490Shares Held
12.9MCall Options Held
5.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.52MShares$1.17 Billion0.1% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ845KShares$219 Million4.49% of portfolio
-
Beacon Capital Management, Inc.681KShares$176 Million7.12% of portfolio
-
Morgan Stanley New York, NY615KShares$159 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA492KShares$127 Million0.03% of portfolio