Ep Wealth Advisors, LLC GOLDMAN SACHS ETF TR Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Number of Shares
161,652
Previous 157,639 2.55%
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
Q1 2025

May 15, 2025
BUY
N/A
4,013 Added 2.55%
161,652 $0
Q4 2024

Feb 13, 2025
BUY
N/A
1,621 Added 1.04%
157,639 $0
Q3 2024

Nov 14, 2024
BUY
N/A
156,018 New
156,018 $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