Ep Wealth Advisors, LLC Sells in Q3 2024

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KBE
Spdr S&P Bank ETF

ETFs
-1.92K
- 32.29%
$45.47 - $54.71 $87.1K - $105K
4.02K $212K
BP
Bp PLC

Energy
-22
- 0.18%
$30.78 - $37.05 $677 - $815
12K $377K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-913
- 15.4%
$90.87 - $102.43 $83K - $93.5K
5.02K $495K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.27K
- 13.53%
$60.84 - $67.51 $77.4K - $85.9K
8.13K $548K
IMTB
Ishares Tr

ETFs
-1.37K
- 35.16%
$42.23 - $44.8 $57.9K - $61.4K
2.53K $112K
AI
C3.Ai, Inc.

Technology
-1
- 0.01%
$21.12 - $30.58 $21.1 - $30.6
10.8K $262K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.4K
- 32.82%
$32.34 - $35.85 $45.1K - $50K
2.86K $101K
BNDX
Vanguard Total International B

ETFs
-2.14K
- 5.53%
$48.42 - $50.35 $104K - $108K
36.6K $1.84M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-414
- 17.56%
$104.47 - $116.17 $43.3K - $48.1K
1.94K $209K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.54K
- 11.12%
$54.26 - $60.01 $138K - $152K
20.3K $1.21M
IYH
Ishares Tr

ETFs
-1.28K
- 11.06%
$60.29 - $66.38 $77.1K - $84.9K
10.3K $668K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.49K
- 13.46%
$16.42 - $18.12 $40.8K - $45K
16K $288K
FNDF
Schwab Fundamental Intl Large

ETFs
-4.25K
- 8.28%
$33.67 - $37.71 $143K - $160K
47K $1.76M
PPL
Ppl Corp

Utilities
-2.92K
- 27.15%
$27.36 - $33.08 $79.9K - $96.6K
7.83K $259K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-276
- 0.92%
$23.09 - $25.75 $6.37K - $7.11K
29.7K $715K
FDVV
Fidelity High Dividend ETF

ETFs
-4.18K
- 9.13%
$46.26 - $50.65 $193K - $212K
41.6K $2.11M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-1.03K
- 10.92%
$29.62 - $34.42 $30.5K - $35.4K
8.39K $281K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.11K
- 24.43%
$53.07 - $62.66 $58.7K - $69.3K
3.42K $210K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.02K
- 4.53%
$105.92 - $110.83 $108K - $113K
21.4K $2.36M
DJP
Barclays Bank PLC

ETFs
-930
- 7.19%
$32.3 - $32.3 $30K - $30K
12K $387K
ROP
Roper Technologies Inc

Industrials
-32
- 5.61%
$515.25 - $576.55 $16.5K - $18.4K
538 $299K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-800
- 8.32%
$48.4 - $50.91 $38.7K - $40.7K
8.82K $446K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-378
- 1.93%
$18.8 - $21.87 $7.11K - $8.27K
19.2K $395K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-4.16K
- 14.17%
$8.04 - $8.65 $33.4K - $36K
25.2K $217K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-298
- 3.35%
$50.63 - $51.11 $15.1K - $15.2K
8.61K $439K
ITW
Illinois Tool Works Inc

Industrials
-493
- 10.92%
$233.14 - $263.97 $115K - $130K
4.02K $1.05M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-233
- 7.74%
$114.73 - $120.23 $26.7K - $28K
2.78K $332K
WWD
Woodward, Inc.

Industrials
-7
- 0.14%
$151.73 - $187.23 $1.06K - $1.31K
4.94K $846K
PAWZ
Proshares Tr Pet Care ETF

ETFs
-560
- 16.18%
$51.81 - $60.7 $29K - $34K
2.9K $172K
IWY
Ishares Tr Russell 200 Growth

ETFs
-101
- 6.58%
$194.66 - $225.97 $19.7K - $22.8K
1.43K $315K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-349
- 4.66%
$63.74 - $73.47 $22.2K - $25.6K
7.14K $511K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.21K
- 7.31%
$58.03 - $65.37 $186K - $210K
40.7K $2.64M
DFAU
Dimensional ETF Tr

ETFs
-490
- 13.71%
$35.8 - $39.69 $17.5K - $19.4K
3.08K $122K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-142
- 6.75%
$96.3 - $106.49 $13.7K - $15.1K
1.96K $205K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-89
- 0.07%
$23.75 - $23.75 $2.11K - $2.11K
125K $2.98M
NRGV
Energy Vault Holdings, Inc.

Utilities
-10K
- 50.0%
$0.78 - $1.43 $7.8K - $14.3K
10K $9K
ALB
Albemarle Corp

Basic Materials
-78
- 2.71%
$72.85 - $100.09 $5.68K - $7.81K
2.8K $265K
VTRS
Viatris Inc

Healthcare
-16.4K
- 8.87%
$10.32 - $12.13 $169K - $199K
169K $1.96M
STLD
Steel Dynamics Inc

Basic Materials
-93
- 0.38%
N/A
24.7K $2.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-286
- 7.1%
$106.11 - $113.72 $30.3K - $32.5K
3.74K $422K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-77
- 0.51%
$100.3 - $100.74 $7.72K - $7.76K
15K $1.51M
EXPD
Expeditors International Of Washington Inc

Industrials
-147
- 7.69%
$116.1 - $131.42 $17.1K - $19.3K
1.77K $231K
ITB
Ishares Tr

ETFs
-685
- 21.31%
$97.52 - $128.64 $66.8K - $88.1K
2.53K $321K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-80
- 0.32%
N/A
24.6K $0
SKYY
First Trust Cloud Computing Et

ETFs
-182
- 6.45%
$86.45 - $102.48 $15.7K - $18.7K
2.64K $269K
Cooper Cos Inc
-98
- 2.26%
N/A
4.24K $0
Fidelity Covington Trust
-11.1K
- 52.85%
N/A
9.94K $0
ILCG
Ishares Morningstar Growth ETF
-6.09K
- 68.76%
N/A
2.77K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-2K
- 2.97%
N/A
65.4K $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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