Ep Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 24,902 shares of VNQ stock, worth $2.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,902
Previous 27,085
8.06%
Holding current value
$2.08 Million
Previous $2.39 Million
10.03%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio