Ep Wealth Advisors, LLC Tidal ETF Tr Leatherback Long/ Call Options Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LBAY
# of Institutions
12Shares Held
2.3MCall Options Held
0Put Options Held
0-
Lehman & Derafelo Financial Resources LLC1.03MShares$24.9 Million8.94% of portfolio
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Financial Architects, Inc Marlton, NJ76.7KShares$1.86 Million0.31% of portfolio
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Claraphi Advisory Network, LLC50.7KShares$1.23 Million0.6% of portfolio
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Gts Securities LLC New York, NY21KShares$509,3140.0% of portfolio
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Bank Of America Corp Charlotte, NC18.3KShares$443,9580.0% of portfolio