Ep Wealth Advisors, LLC Vanguard World Fd Esg Intl Stk Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,401 shares of VSGX stock, worth $436,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,401
Previous 1,957
278.18%
Holding current value
$436,436
Previous $112,000
306.25%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding VSGX
# of Institutions
357Shares Held
45.6MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC26.2MShares$1.54 Billion1.24% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.89MShares$171 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$72.7 Million0.08% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$63.8 Million4.33% of portfolio
-
Leo Wealth, LLC Hurst, TX749KShares$44.2 Million3.8% of portfolio