Ep Wealth Advisors, LLC Zions Bancorporation, National Association Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,695 shares of ZION stock, worth $993,519. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,695
Previous 8,589 94.38%
Holding current value
$993,519
Previous $372,000 111.83%
% of portfolio
0.01%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$42.49 - $52.53 $344,423 - $425,808
8,106 Added 94.38%
16,695 $788,000
Q2 2024

Aug 19, 2024
SELL
$39.24 - $45.1 $35,159 - $40,409
-896 Reduced 9.45%
8,589 $372,000
Q1 2024

May 14, 2024
BUY
$38.08 - $44.93 $24,904 - $29,384
654 Added 7.41%
9,485 $411,000
Q4 2023

Feb 28, 2024
SELL
$29.45 - $45.67 $84,786 - $131,483
-2,879 Reduced 24.59%
8,831 $387,000
Q3 2023

Nov 22, 2023
BUY
$27.78 - $38.69 $171,124 - $238,330
6,160 Added 110.99%
11,710 $408,000
Q2 2023

Aug 14, 2023
SELL
$19.93 - $32.72 $110 Million - $181 Million
-5,533,803 Reduced 99.9%
5,550 $149,000
Q1 2023

Jun 05, 2023
BUY
$27.45 - $54.79 $152 Million - $303 Million
5,526,206 Added 42033.97%
5,539,353 $166 Million
Q4 2022

Jun 12, 2023
SELL
$45.74 - $55.39 $253 Million - $306 Million
-5,526,734 Reduced 99.77%
12,619 $620,000
Q3 2022

Dec 02, 2022
BUY
$20.08 - $58.97 $3,393 - $9,965
169 Added 1.3%
13,147 $669,000
Q2 2022

Aug 11, 2022
SELL
$50.84 - $65.53 $40,926 - $52,751
-805 Reduced 5.84%
12,978 $661,000
Q1 2022

May 20, 2022
SELL
$61.75 - $74.31 $191,116 - $229,989
-3,095 Reduced 18.34%
13,783 $904,000
Q4 2021

Feb 17, 2022
SELL
$59.4 - $67.61 $4,692 - $5,341
-79 Reduced 0.47%
16,878 $1.07 Million
Q3 2021

Nov 23, 2021
SELL
$47.7 - $63.74 $64,061 - $85,602
-1,343 Reduced 7.34%
16,957 $1.05 Million
Q3 2021

Nov 16, 2021
BUY
$47.7 - $63.74 $53,614 - $71,643
1,124 Added 6.54%
18,300 $1.05 Million
Q2 2021

Aug 24, 2021
BUY
$50.3 - $60.27 $1,156 - $1,386
23 Added 0.13%
17,176 $908,000
Q1 2021

May 17, 2021
BUY
$42.93 - $59.06 $512,026 - $704,408
11,927 Added 228.22%
17,153 $943,000
Q4 2020

Feb 18, 2021
BUY
$29.12 - $44.02 $152,181 - $230,048
5,226 New
5,226 $227,000
Q1 2020

May 18, 2020
SELL
$24.08 - $52.44 $99,233 - $216,105
-4,121 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$42.21 - $51.92 $173,947 - $213,962
4,121 New
4,121 $214,000

Others Institutions Holding ZION

# of Institutions
523
Shares Held
110M
Call Options Held
3.46M
Put Options Held
1.67M
View Full List

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION

ZION Quotes by TradingView
  • Ticker ZION
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 149,611,008
  • Market Cap $8.9B
  • Description
  • Zions Bancorporation, National Association provides various banking and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company offers corporate banking services; commercial banking, including a focus on small- and medium-sized businesses; com...
More about ZION
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