Ep Wealth Advisors, LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,013 shares of YMAR stock, worth $446,421. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,013

Holding current value

$446,421

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$22.43 - $25.58 $381,601 - $435,192	17,013 New	17,013 $434,000

Others Institutions Holding YMAR

# of Institutions

Shares Held

3.58M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

515K
Shares

$13.5 Million
4.06% of portfolio
Mgo One Seven LLC Beachwood, OH

376K
Shares

$9.86 Million
0.24% of portfolio
Raymond James Financial Inc St. Petersburg, FL

326K
Shares

$8.55 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

262K
Shares

$6.87 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

256K
Shares

$6.72 Million
0.01% of portfolio

View Full List

About FIRST TR EX-TR VIII CBOE VEST

Ticker YMAR

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Ep Wealth Advisors, LLC First Tr Ex Tr Viii Cboe Vest Transaction History