Ep Wealth Advisors, LLC Tidal ETF Tr Leatherback Long/ Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Tidal ETF Tr Leatherback Long/ stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,074,038 shares of LBAY stock, worth $27.6 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,074,038
Previous 1,065,853
0.77%
Holding current value
$27.6 Million
Previous $27.7 Million
5.0%
% of portfolio
0.34%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding LBAY
# of Institutions
14Shares Held
2.39MCall Options Held
0Put Options Held
0-
Lehman & Derafelo Financial Resources LLC1.03MShares$26.4 Million8.94% of portfolio
-
Commonwealth Equity Services, LLC99.8KShares$2.57 Million0.0% of portfolio
-
Financial Architects, Inc Marlton, NJ76.7KShares$1.97 Million0.31% of portfolio
-
Claraphi Advisory Network, LLC50.7KShares$1.3 Million0.6% of portfolio
-
Bank Of America Corp Charlotte, NC18.3KShares$470,4930.0% of portfolio