Ep Wealth Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
40,206
Previous 47,869 16.01%
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
SELL
N/A
-7,663 Reduced 16.01%
40,206 $0
Q1 2025

May 15, 2025
SELL
N/A
-4,638 Reduced 8.83%
47,869 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-26,778 Reduced 33.77%
52,507 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-13,979 Reduced 14.99%
79,285 $0
Q2 2024

Aug 19, 2024
BUY
N/A
93,264 New
93,264 $0
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