Ep Wealth Advisors, LLC Franklin Templeton ETF Tr Call Options Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FLSW
# of Institutions
28Shares Held
842KCall Options Held
0Put Options Held
0-
Marotta Asset Management260KShares$10.4 Million1.89% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ190KShares$7.55 Million0.11% of portfolio
-
Innealta Capital, LLC Austin, TX64.9KShares$2.58 Million1.29% of portfolio
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Bank Julius Baer & Co. Ltd, Zurich60.2KShares$2.39 Million0.01% of portfolio
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Ci Private Wealth, LLC Miami, FL39.3KShares$1.56 Million0.0% of portfolio