Ep Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,827 shares of XT stock, worth $528,913. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,827
Previous 9,700
9.0%
Holding current value
$528,913
Previous $580,000
9.31%
% of portfolio
0.01%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding XT
# of Institutions
259Shares Held
44.1MCall Options Held
10.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA33.2MShares$1.99 Billion4.47% of portfolio
-
Brinker Capital Investments, LLC898KShares$53.8 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC762KShares$45.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$42.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN426KShares$25.5 Million0.01% of portfolio