Ep Wealth Advisors, LLC Harbor ETF Tr Divid Growth Lea Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Harbor ETF Tr Divid Growth Lea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,121 shares of GDIV stock, worth $282,687. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,121

Holding current value

$282,687

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$12.75 - $15.47 $231,042 - $280,331	18,121 New	18,121 $280,000

Others Institutions Holding GDIV

# of Institutions

Shares Held

6.06M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

1.07M
Shares

$16.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

899K
Shares

$14 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

888K
Shares

$13.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

713K
Shares

$11.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

373K
Shares

$5.81 Million
0.05% of portfolio

View Full List

About HARBOR ETF TR DIVID GROWTH LEA

Ticker GDIV
Sector ETFs
Industry ETFs

More about GDIV

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 Harbor ETF Tr Divid Growth Lea Transaction History