Ep Wealth Advisors, LLC Purchases in Q3 2024

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LYEL
Lyell Immunopharma, Inc.

Healthcare
14.2K
New
$1.13 - $1.88 $16.1K - $26.7K
14.2K $19K
AAL
American Airlines Group Inc.

Industrials
2.29K
+ 8.56%
$11.04 - $11.04 $25.2K - $25.2K
29K $320K
PEY
Invesco Exchange Traded Fd Tr

ETFs
187
+ 3.27%
$19.4 - $21.93 $3.63K - $4.1K
5.91K $129K
CYBR
Cyber Ark Software Ltd.

Technology
11
+ 1.48%
$241.52 - $291.61 $2.66K - $3.21K
754 $219K
IYK
Ishares U.S. Consumer Staples

ETFs
104
+ 6.58%
$65.27 - $72.12 $6.79K - $7.5K
1.69K $118K
URTH
Ishares Msci World ETF

ETFs
40
+ 4.64%
$140.68 - $156.99 $5.63K - $6.28K
902 $141K
FISV
Fiserv Inc

Technology
97
+ 0.79%
N/A
12.4K $1.55M
AOA
Ishares Tr Core Aggressive All

ETFs
21
+ 0.72%
$72.11 - $79.05 $1.51K - $1.66K
2.94K $231K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.03%
$36.74 - $41.49 $110 - $124
9.58K $369K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
10.4K
New
$1.12 - $1.51 $11.7K - $15.8K
10.4K $12K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
110
+ 4.23%
$95.75 - $118.1 $10.5K - $13K
2.71K $301K
ACHR
Archer Aviation Inc.

Industrials
5K
+ 50.0%
$2.91 - $5.39 $14.6K - $27K
15K $45K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
180
+ 0.94%
$10.77 - $11.33 $1.94K - $2.04K
19.4K $216K
SES
Ses Ai Corp

Consumer Cyclical
15K
New
$0.64 - $1.35 $9.6K - $20.3K
15K $9K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
26
+ 1.58%
$67.43 - $74.23 $1.75K - $1.93K
1.67K $121K
JBLU
Jetblue Airways Corp

Industrials
287
+ 2.19%
$4.57 - $6.66 $1.31K - $1.91K
13.4K $87K
DFIP
Dimensional ETF Tr Inflation P

ETFs
26
+ 0.6%
$40.69 - $42.46 $1.06K - $1.1K
4.33K $183K
HYG
Ishares Tr

ETFs
6
+ 0.26%
$76.72 - $80.36 $460 - $482
2.29K $183K
CCJ
Cameco Corp

Energy
320
+ 4.85%
$36.9 - $53.72 $11.8K - $17.2K
6.92K $330K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.08%
$272.82 - $272.82 $273 - $273
1.23K $335K
Ishares Bitcoin Trust ETF
7.61K
+ 70.52%
N/A
18.4K $0
Advisor Managed Portfolios
4.33M
New
N/A
4.33M $0
Dimensional ETF Trust
798K
+ 29.94%
N/A
3.46M $0
Solventum Corp
5.09K
New
N/A
5.09K $0
Masterbrand Inc
13.6K
New
N/A
13.6K $0
Agenus Inc
10K
New
N/A
10K $0
MOGA
Moog Inc Cla
1.08K
New
N/A
1.08K $0
Fidelity Covington Trust
50
+ 0.94%
N/A
5.35K $0
Ge Vernova Inc
1.21K
+ 25.8%
N/A
5.89K $0
Goldman Sachs ETF Tr
156K
New
N/A
156K $0
Bondbloxx ETF Trust
106K
New
N/A
106K $0
J P Morgan Exchange Traded F
16.4K
+ 6.18%
N/A
282K $0
Abrdn Asia Pacific Income Fu
1.05M
New
N/A
1.05M $0
Newpark Res Inc
13.9K
New
N/A
13.9K $0
Crane Company
191
+ 8.76%
N/A
2.37K $0
Atlassian Corporation
3.09K
New
N/A
3.09K $0
Bgc Group Inc
31.5K
New
N/A
31.5K $0
DFSB
Dimensional ETF Tr Dimensional
3.02K
New
N/A
3.02K $0
Innovator Etfs Trust
8.58K
New
N/A
8.58K $0
Te Connectivity PLC
1.84K
New
N/A
1.84K $0
Jacobs Solutions Inc
756
+ 36.43%
N/A
2.83K $0
Gsk PLC
1.49K
+ 14.73%
N/A
11.6K $0
Ilearningengines Inc
35K
New
N/A
35K $0
Medalist Diversified Reit In
45.3K
New
N/A
45.3K $0
Canadian Pacific Kansas City
2.59K
New
N/A
2.59K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
36.8K
New
N/A
36.8K $0
Proshares Tr Ii
45K
New
N/A
45K $0
BFB
Brown Forman Corp Cl B
140
+ 0.31%
N/A
44.9K $0
Coherent Corp
2.39K
New
N/A
2.39K $0
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
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