Ep Wealth Advisors, LLC First Tr ETF Fd 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 ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,280 shares of YSEP stock, worth $160,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,280Holding current value
$160,140% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding YSEP
# of Institutions
59Shares Held
3.26MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$13.3 Million3.92% of portfolio
-
Sterling Manor Financial, LLC381KShares$9.7 Million7.4% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL209KShares$5.33 Million0.0% of portfolio
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Lm Advisors LLC San Diego, CA208KShares$5.3 Million0.65% of portfolio
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Rockefeller Capital Management L.P. New York, NY203KShares$5.18 Million0.01% of portfolio