Ep Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
33,243
Previous 29,450 12.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
3,793 Added 12.88%
33,243 $0
Q1 2025

May 15, 2025
BUY
N/A
5,807 Added 24.56%
29,450 $0
Q4 2024

Feb 13, 2025
BUY
N/A
1,374 Added 6.17%
23,643 $0
Q3 2024

Nov 14, 2024
BUY
N/A
277 Added 1.26%
22,269 $0
Q2 2024

Aug 19, 2024
BUY
N/A
924 Added 4.39%
21,992 $0
Q1 2024

May 14, 2024
BUY
N/A
21,068 New
21,068 $0
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