Number of Shares
21,000
Previous 21,000 -0.0%
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
Q3 2023

Nov 22, 2023

BUY
N/A
10,824 Added 106.37%
21,000 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-7,791 Reduced 43.36%
10,176 $0
Q1 2023

Jun 05, 2023

BUY
N/A
17,967 New
17,967 $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.