Ep Wealth Advisors, LLC American Centy ETF Tr Focused Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in American Centy ETF Tr Focused stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,950 shares of FLV stock, worth $703,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,950

Holding current value

$703,465

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$62.57 - $69.96 $622,571 - $696,101	9,950 New	9,950 $696,000

Others Institutions Holding FLV

# of Institutions

Shares Held

2.82M

Call Options Held

Put Options Held

American Century Companies Inc Kansas City, MO

1.04M
Shares

$73.3 Million
0.04% of portfolio
Envestnet Asset Management Inc

622K
Shares

$44 Million
0.01% of portfolio
Creative Planning Overland Park, KS

578K
Shares

$40.9 Million
0.04% of portfolio
Ubs Group Ag

91.6K
Shares

$6.48 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

71.7K
Shares

$5.07 Million
0.02% of portfolio

View Full List

About AMERICAN CENTY ETF TR FOCUSED

Ticker FLV
Sector ETFs
Industry ETFs

More about FLV

Track This Portfolio

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.

Account

Ep Wealth Advisors, LLC American Centy ETF Tr Focused Transaction History