Ep Wealth Advisors, LLC GE VERNOVA INC Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
6,432
Previous 5,607 14.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
825 Added 14.71%
6,432 $0
Q1 2025

May 15, 2025
SELL
N/A
-215 Reduced 3.69%
5,607 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-68 Reduced 1.15%
5,822 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,208 Added 25.8%
5,890 $0
Q2 2024

Aug 19, 2024
BUY
N/A
4,682 New
4,682 $0
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