Ep Wealth Advisors, LLC Options Holdings
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 833
- Current Value $8.44 Billion
- Prior Value $7.77 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 65 stocks
- Additional Purchases 373 stocks
- Sold out of 0 stocks
- Reduced holdings in 325 stocks