Ep Wealth Advisors, LLC WORTHINGTON STL INC Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Number of Shares
14,205
Previous 14,294 0.62%
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 2024

Nov 14, 2024
SELL
N/A
-89 Reduced 0.62%
14,205 $0
Q2 2024

Aug 19, 2024
SELL
N/A
-1,228 Reduced 7.91%
14,294 $0
Q4 2023

Feb 28, 2024
BUY
N/A
15,522 New
15,522 $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