Ep Wealth Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 43,262 shares of IMCV stock, worth $3.38 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
43,262Holding current value
$3.38 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$64.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.6 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$26.9 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21 Million0.03% of portfolio
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Matrix Trust CO198KShares$15.4 Million2.83% of portfolio