Ep Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Put Options Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding XVV
# of Institutions
127Shares Held
3.15MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$41.9 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$10 Million0.0% of portfolio
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Jnba Financial Advisors97KShares$4.94 Million0.46% of portfolio
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Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio