Ep Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Number of Shares
13,060
Previous 20,915 37.56%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-7,855 Reduced 37.56%
13,060 $0
Q2 2024

Aug 19, 2024
BUY
N/A
16,605 Added 385.27%
20,915 $0
Q1 2024

May 14, 2024
BUY
N/A
98 Added 2.33%
4,310 $0
Q4 2023

Feb 28, 2024
BUY
N/A
4,212 New
4,212 $0
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