Ep Wealth Advisors, LLC RBB FD INC Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
6,615
Previous 6,615 -0.0%
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
Q4 2024

Feb 13, 2025
SELL
N/A
-149 Reduced 2.2%
6,615 $0
Q3 2024

Nov 14, 2024
BUY
N/A
6,764 New
6,764 $0
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