Ep Wealth Advisors, LLC Vanguard Whitehall Fds Intl Hi Call Options Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VYMI
# of Institutions
736Shares Held
63.3MCall Options Held
6.1KPut Options Held
6.3K-
Morgan Stanley New York, NY5.45MShares$477 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.07MShares$444 Million0.03% of portfolio
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Orgel Wealth Management, LLC2.53MShares$221 Million5.16% of portfolio
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Captrust Financial Advisors Raleigh, NC2.44MShares$214 Million0.44% of portfolio
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Wells Fargo & Company San Francisco, CA2.07MShares$181 Million0.03% of portfolio