Ep Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Number of Shares
5,891
Previous 9,944 40.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
N/A
-4,053 Reduced 40.76%
5,891 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-11,146 Reduced 52.85%
9,944 $0
Q2 2024

Aug 19, 2024
BUY
N/A
21,090 New
21,090 $0
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