Ep Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 27,450 shares of VLUE stock, worth $2.97 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,450
Previous 28,941
5.15%
Holding current value
$2.97 Million
Previous $3.13 Million
9.41%
% of portfolio
0.03%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.04 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$486 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$400 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$274 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$272 Million0.09% of portfolio