Ep Wealth Advisors, LLC Options Holdings

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,181
  • Current Value $11.3 Billion
  • Prior Value $9.28 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 350 stocks
  • Additional Purchases 579 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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