Ep Wealth Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Number of Shares
79,285
Previous 93,264 14.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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