Ep Wealth Advisors, LLC Purchases and Sells in Q3 2024

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Top Buys

Incresed Positions

579 operations
Stock Shares change Price Range Shares Held Trade History
195K
+ 6.52%
$341.08 - $391.94 $66.3M - $76.2M
3.18M $1.22B
146K
+ 7.58%
$207.23 - $234.82 $30.3M - $34.3M
2.07M $483M
845K
+ 38.53%
$74.26 - $78.84 $62.7M - $66.6M
3.04M $238M
151K
+ 5.81%
$159.75 - $174.57 $24M - $26.3M
2.74M $479M
436K
+ 16.35%
$80.13 - $88.89 $34.9M - $38.7M
3.1M $274M
198K
+ 38.1%
$218.05 - $243.47 $43.1M - $48.1M
716K $174M
View all

New Holdings

350 operations
Stock Shares change Price Range Shares Held Trade History
753K
New
$36.39 - $41.16 $27.4M - $31M
753K $31M
142K
New
$178.94 - $207.0 $25.5M - $29.5M
142K $28.6M
721K
New
$28.25 - $31.27 $20.4M - $22.5M
721K $22.3M
318K
New
$49.47 - $49.8 $15.7M - $15.8M
318K $15.8M
309K
New
$37.39 - $42.2 $11.5M - $13M
309K $13M
347K
New
$26.79 - $31.0 $9.3M - $10.8M
347K $10.6M
View all

Top Sells

Reduced Positions

190 operations
Stock Shares change Price Range Shares Held Trade History
-186K
- 52.37%
$119.86 - $158.87 $22.3M - $29.6M
169K $26.9M
-74.4K
- 33.06%
$315.12 - $406.43 $23.5M - $30.3M
151K $61.3M
-131K
- 17.25%
$30.5 - $32.13 $3.99M - $4.2M
628K $20.1M
-258K
- 10.46%
$28.69 - $32.06 $7.41M - $8.28M
2.21M $70.3M
-138K
- 12.46%
$51.72 - $57.96 $7.14M - $8.01M
970K $55.8M
-4.24K
- 24.65%
$217.89 - $392.15 $923K - $1.66M
12.9K $3.63M
View all
Activity Summary
Buys All Purchases 929 New Holdings 350 Increased Positions 579 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email