Ep Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 28,790 shares of VO stock, worth $7.75 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
28,790
Previous 26,114
10.25%
Holding current value
$7.75 Million
Previous $6.32 Million
20.14%
% of portfolio
0.07%
Previous 0.07%
Shares
29 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio