Ep Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 65,557 shares of VYM stock, worth $8.46 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
65,557
Previous 57,673
13.67%
Holding current value
$8.46 Million
Previous $6.84 Million
22.87%
% of portfolio
0.07%
Previous 0.07%
Shares
21 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$696 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$649 Million0.21% of portfolio