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
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-6.58K
- 7.16%
$37.61 - $41.72 $247K - $275K
85.4K $3.56M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-80
- 0.29%
$56.04 - $62.2 $4.48K - $4.98K
28K $1.74M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.73K
- 3.03%
$57.2 - $65.59 $99.2K - $114K
55.4K $3.58M
MGV
Vanguard Mega Cap Value

ETFs
-232
- 1.82%
$118.0 - $128.28 $27.4K - $29.8K
12.5K $1.6M
SONY
Sony Group Corp

Technology
-90
- 0.97%
$81.61 - $98.65 $7.34K - $8.88K
9.23K $890K
EXR
Extra Space Storage Inc.

Real Estate
-50
- 1.08%
$151.92 - $183.06 $7.6K - $9.15K
4.57K $823K
IYY
Ishares Tr

ETFs
-55
- 0.35%
$125.77 - $139.59 $6.92K - $7.68K
15.8K $2.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.35K
- 12.19%
$57.22 - $80.08 $77.1K - $108K
9.71K $757K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-689
- 12.23%
$72.18 - $107.33 $49.7K - $74K
4.94K $524K
BDX
Becton Dickinson & CO

Healthcare
-10
- 0.06%
$221.47 - $242.41 $2.21K - $2.42K
16.7K $4.03M
ED
Consolidated Edison Inc

Utilities
-319
- 2.9%
$88.42 - $104.97 $28.2K - $33.5K
10.7K $1.11M
AXON
Axon Enterprise, Inc.

Industrials
-78
- 4.95%
$286.16 - $399.6 $22.3K - $31.2K
1.5K $599K
AVDV
American Centy ETF Tr Avantis

ETFs
-177
- 0.67%
$62.52 - $71.12 $11.1K - $12.6K
26.1K $1.84M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-492
- 1.31%
$91.9 - $103.31 $45.2K - $50.8K
37.1K $3.83M
CCI
Crown Castle International Corp

Real Estate
-54
- 0.71%
$95.29 - $120.24 $5.15K - $6.49K
7.6K $902K
GBCI
Glacier Bancorp, Inc.

Financial Services
-710
- 3.01%
$36.29 - $47.47 $25.8K - $33.7K
22.9K $1.05M
ITA
Ishares Tr

ETFs
-789
- 4.91%
$131.58 - $149.64 $104K - $118K
15.3K $2.29M
DE
Deere & CO

Industrials
-124
- 2.45%
$344.84 - $418.0 $42.8K - $51.8K
4.95K $2.06M
A
Agilent Technologies, Inc.

Healthcare
-45
- 0.47%
$125.42 - $148.48 $5.64K - $6.68K
9.57K $1.42M
ES
Eversource Energy

Utilities
-100
- 0.61%
$56.52 - $68.38 $5.65K - $6.84K
16.4K $1.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.24K
- 2.33%
$61.11 - $67.85 $137K - $152K
94K $6.38M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.91K
- 3.13%
$54.38 - $59.77 $267K - $293K
152K $9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-357
- 0.97%
$87.56 - $95.49 $31.3K - $34.1K
36.4K $3.47M
NFLX
Netflix Inc

Communication Services
-487
- 2.82%
$598.55 - $722.26 $291K - $352K
16.8K $11.9M
ISRG
Intuitive Surgical Inc

Healthcare
-850
- 5.75%
$416.14 - $494.01 $354K - $420K
13.9K $6.85M
IRM
Iron Mountain Inc

Real Estate
-761
- 5.23%
$89.69 - $119.32 $68.3K - $90.8K
13.8K $1.64M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.26K
- 1.51%
$57.47 - $62.76 $72.6K - $79.3K
82.7K $5.18M
SOFI
So Fi Technologies, Inc.

Financial Services
-7.08K
- 1.85%
$6.32 - $8.19 $44.7K - $58K
376K $2.95M
DFAX
Dimensional ETF Tr
-5.06K
- 1.38%
$24.29 - $27.25 $123K - $138K
362K $9.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-163
- 0.42%
$125.95 - $142.04 $20.5K - $23.2K
38.3K $5.44M
SKYW
Skywest Inc

Industrials
-1.08K
- 0.42%
$68.08 - $87.62 $73.5K - $94.5K
256K $21.8M
SBUX
Starbucks Corp

Consumer Cyclical
-8.44K
- 10.82%
$72.51 - $98.6 $612K - $832K
69.5K $6.78M
AXP
American Express CO

Financial Services
-294
- 1.36%
$225.92 - $271.17 $66.4K - $79.7K
21.4K $5.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-962
- 0.46%
$59.25 - $65.33 $57K - $62.8K
210K $13.6M
GLD
Spdr Gold Trust

ETFs
-42
- 0.1%
$215.56 - $246.98 $9.05K - $10.4K
40.5K $9.84M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17.5K
- 1.76%
$31.05 - $34.29 $543K - $599K
977K $33.5M
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
-11.5K
- 1.06%
$25.4 - $27.97 $293K - $323K
1.07M $29.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.53K
- 3.38%
$213.3 - $270.78 $539K - $684K
72.2K $19.5M
NEE
Nextera Energy Inc

Utilities
-104K
- 8.98%
$69.9 - $84.97 $7.29M - $8.86M
1.06M $89.3M
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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