Ep Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 34,477 shares of ISCV stock, worth $2.19 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,477Holding current value
$2.19 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$25.3 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$16.8 Million9.99% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.8 Million0.62% of portfolio
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Matrix Trust CO186KShares$11.8 Million2.21% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$9.89 Million0.0% of portfolio