Ep Wealth Advisors, LLC Vanguard World Fd Esg Intl Stk Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 1,957 shares of VSGX stock, worth $120,923. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,957
Previous 2,020
3.12%
Holding current value
$120,923
Previous $116,000
3.45%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding VSGX
# of Institutions
343Shares Held
19.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA4.73MShares$293 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.2MShares$74.2 Million0.07% of portfolio
-
Leo Wealth, LLC Hurst, TX760KShares$46.9 Million4.44% of portfolio
-
Leo Brokerage, LLC736KShares$45.5 Million4.46% of portfolio
-
Royal Bank Of Canada Toronto, A6477KShares$29.4 Million0.01% of portfolio