Ep Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
4,387
Previous 4,164 5.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
223 Added 5.36%
4,387 $0
Q1 2025

May 15, 2025
SELL
N/A
-1,914 Reduced 31.49%
4,164 $0
Q4 2024

Feb 13, 2025
BUY
N/A
733 Added 13.71%
6,078 $0
Q3 2024

Nov 14, 2024
BUY
N/A
50 Added 0.94%
5,345 $0
Q2 2024

Aug 19, 2024
SELL
N/A
-29,666 Reduced 84.85%
5,295 $0
Q1 2024

May 14, 2024
BUY
N/A
4,474 Added 14.68%
34,961 $0
Q4 2023

Feb 28, 2024
BUY
N/A
30,487 New
30,487 $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