Ep Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,708 shares of VTIP stock, worth $286,256. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,708
Previous 6,426
11.17%
Holding current value
$286,256
Previous $320,000
10.63%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding VTIP
# of Institutions
910Shares Held
189MCall Options Held
56.9KPut Options Held
8.4K-
Jpmorgan Chase & CO New York, NY18.6MShares$931 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.6MShares$833 Million0.29% of portfolio
-
Sei Investments CO Oaks, PA8.7MShares$436 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY8.51MShares$427 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.94MShares$348 Million1.98% of portfolio