Ep Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,937 shares of VT stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,937
Previous 24,261
59.04%
Holding current value
$1.15 Million
Previous $2.9 Million
59.81%
% of portfolio
0.01%
Previous 0.03%
Shares
23 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares Held
99.6MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.53 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$534 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$359 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$281 Million0.79% of portfolio