Ep Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 253,329 shares of HEZU stock, worth $10.2 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
253,329
Previous 253,823
0.19%
Holding current value
$10.2 Million
Previous $9.89 Million
5.09%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding HEZU
# of Institutions
98Shares Held
12.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.25MShares$293 Million0.05% of portfolio
-
Black Rock Inc. New York, NY1.17MShares$47.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$14.5 Million0.0% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA340KShares$13.8 Million1.88% of portfolio
-
55 I, LLC Boston, MA300KShares$12.1 Million0.24% of portfolio