Ep Wealth Advisors, LLC ISHARES TR Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 17, 2020
SELL
N/A
-324,680 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-15,242 Reduced 4.48%
324,680 $8.22 Million
Q1 2020

May 18, 2020
BUY
N/A
44,411 Added 15.03%
339,922 $8.57 Million
Q4 2019

Feb 14, 2020
BUY
N/A
295,511 New
295,511 $7.48 Million
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