Ep Wealth Advisors, LLC ETFs

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$247,000 0.0% of portfolio
4,324
Q4 2024 Added 26.4%
$0
$245,000 0.0% of portfolio
1,481
Q4 2024 Added 2.21%
$9.82B
$239,000 0.0% of portfolio
4,614
Q4 2024 Added 8.69%
$0
$237,000 0.0% of portfolio
9,386
Q4 2024 Reduced 9.63%
$0
$237,000 0.0% of portfolio
10,272
Q4 2024 Added 33.54%
$0
$236,000 0.0% of portfolio
5,092
Q4 2024 New
$0
$234,000 0.0% of portfolio
5,960
Q2 2024 New
$0
$233,000 0.0% of portfolio
8,138
Q4 2024 Added 14.52%
$0
$231,000 0.0% of portfolio
1,403
Q3 2023 New
$0
$229,000 0.0% of portfolio
3,468
Q4 2024 New
$0
$227,000 0.0% of portfolio
2,976
Q4 2024 Added 1.29%
$0
$226,000 0.0% of portfolio
2,192
Q4 2024 Reduced 20.52%
$0
$218,000 0.0% of portfolio
3,981
Q4 2024 Added 24.99%
$0
$217,000 0.0% of portfolio
5,276
Q4 2024 Added 16.34%
$0
$217,000 0.0% of portfolio
3,917
Q4 2024 Reduced 2.49%
$0
$215,000 0.0% of portfolio
4,156
Q4 2024 Added 11.54%
$0
$207,000 0.0% of portfolio
10,258
Q4 2024 New
$0
$207,000 0.0% of portfolio
2,145
Q4 2024 New
$0
$205,000 0.0% of portfolio
1,962
Q3 2024 Reduced 6.75%
$0
$203,000 0.0% of portfolio
1,086
Q4 2024 Reduced 56.77%
$0
$203,000 0.0% of portfolio
2,485
Q4 2024 Added 24.81%
$0
$202,000 0.0% of portfolio
5,532
Q4 2024 Added 1.5%
$0
$202,000 0.0% of portfolio
5,920
Q4 2024 Reduced 30.2%
$0
$201,000 0.0% of portfolio
3,313
Q4 2024 Added 2.35%
$0
$196,000 0.0% of portfolio
3,626
Q4 2024 Reduced 21.62%
$0
$190,000 0.0% of portfolio
6,021
Q4 2024 New
$0
$190,000 0.0% of portfolio
7,256
Q4 2024 Added 78.37%
$0
$188,000 0.0% of portfolio
4,698
Q3 2024 Reduced 0.11%
$0
$187,000 0.0% of portfolio
8,898
Q4 2024 Reduced 0.55%
$0
$180,000 0.0% of portfolio
2,668
Q4 2024 New
$0
$179,000 0.0% of portfolio
3,750
Q4 2024 Reduced 2.98%
$0
$179,000 0.0% of portfolio
1,347
Q4 2024 New
$0
$178,000 0.0% of portfolio
1,547
Q4 2024 Reduced 20.01%
$0
$176,000 0.0% of portfolio
4,362
Q4 2024 Added 0.69%
$0
$175,000 0.0% of portfolio
3,859
Q4 2024 Added 14.68%
$0
$171,000 0.0% of portfolio
5,003
Q4 2024 Reduced 29.12%
$0
$168,000 0.0% of portfolio
2,581
Q4 2024 Added 54.64%
$0
$167,000 0.0% of portfolio
3,870
Q4 2024 Added 0.89%
$0
$166,000 0.0% of portfolio
2,536
Q4 2024 Added 50.5%
$0
$164,000 0.0% of portfolio
1,191
Q4 2024 Reduced 11.25%
$0
$163,000 0.0% of portfolio
6,036
Q4 2024 Added 26.41%
$0
$163,000 0.0% of portfolio
6,926
Q4 2024 New
$0
$163,000 0.0% of portfolio
2,097
Q4 2024 Reduced 6.68%
$0
$159,000 0.0% of portfolio
7,957
Q4 2024 Reduced 12.34%
$0
$155,000 0.0% of portfolio
805
Q3 2024 Added 22.9%
$0
$155,000 0.0% of portfolio
2,634
Q4 2024 New
$0
$154,000 0.0% of portfolio
6,565
Q4 2024 New
$0
$152,000 0.0% of portfolio
1,495
Q3 2024 New
$0
$150,000 0.0% of portfolio
7,005
Q4 2024 New
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