Ep Wealth Advisors, LLC ETFs

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$215,000 0.0% of portfolio
4,718
Q3 2024 New
$0
$213,000 0.0% of portfolio
1,035
Q3 2024 Reduced 3.27%
$0
$212,000 0.0% of portfolio
5,121
Q3 2024 New
$0
$212,000 0.0% of portfolio
4,017
Q3 2024 Reduced 32.29%
$0
$212,000 0.0% of portfolio
3,882
Q3 2024 Added 37.46%
$0
$210,000 0.0% of portfolio
3,421
Q3 2024 Reduced 24.43%
$0
$207,000 0.0% of portfolio
8,947
Q3 2024 Added 33.04%
$0
$205,000 0.0% of portfolio
1,962
Q3 2024 Reduced 6.75%
$0
$197,000 0.0% of portfolio
3,726
Q3 2024 New
$0
$197,000 0.0% of portfolio
3,237
Q3 2024 Reduced 0.03%
$0
$195,000 0.0% of portfolio
7,692
Q3 2024 Added 34.5%
$0
$190,000 0.0% of portfolio
12,946
Q3 2024 Added 62.68%
$0
$190,000 0.0% of portfolio
3,768
Q3 2024 New
$0
$189,000 0.0% of portfolio
2,476
Q3 2024 Reduced 9.0%
$0
$188,000 0.0% of portfolio
3,185
Q3 2024 New
$0
$183,000 0.0% of portfolio
4,332
Q3 2024 Added 0.6%
$0
$182,000 0.0% of portfolio
7,394
Q3 2024 New
$0
$181,000 0.0% of portfolio
9,077
Q3 2024 Reduced 36.28%
$0
$178,000 0.0% of portfolio
4,535
Q3 2024 New
$0
$176,000 0.0% of portfolio
7,332
Q3 2024 Added 40.46%
$0
$176,000 0.0% of portfolio
4,195
Q3 2024 New
$0
$172,000 0.0% of portfolio
2,900
Q3 2024 Reduced 16.18%
$0
$167,000 0.0% of portfolio
1,342
Q3 2024 New
$0
$165,000 0.0% of portfolio
2,666
Q2 2024 Added 100.0%
$0
$165,000 0.0% of portfolio
1,991
Q3 2024 Added 37.6%
$0
$162,000 0.0% of portfolio
5,450
Q3 2023 New
$0
$161,000 0.0% of portfolio
1,648
Q3 2024 New
$0
$159,000 0.0% of portfolio
2,247
Q3 2024 Added 28.18%
$0
$159,000 0.0% of portfolio
1,955
Q3 2024 Reduced 5.6%
$0
$157,000 0.0% of portfolio
805
Q3 2024 Added 22.9%
$0
$156,000 0.0% of portfolio
2,220
Q3 2024 New
$0
$155,000 0.0% of portfolio
3,365
Q3 2024 Added 29.32%
$0
$153,000 0.0% of portfolio
3,794
Q3 2024 New
$0
$152,000 0.0% of portfolio
1,495
Q3 2024 New
$0
$151,000 0.0% of portfolio
3,260
Q3 2024 New
$0
$143,000 0.0% of portfolio
3,836
Q3 2024 Reduced 0.85%
$0
$142,000 0.0% of portfolio
3,776
Q3 2024 New
$0
$141,000 0.0% of portfolio
4,775
Q3 2024 Added 13.39%
$0
$141,000 0.0% of portfolio
902
Q3 2024 Added 4.64%
$0
$138,000 0.0% of portfolio
4,201
Q2 2024 Added 0.02%
$0
$129,000 0.0% of portfolio
5,914
Q3 2024 Added 3.27%
$0
$127,000 0.0% of portfolio
2,225
Q3 2024 New
$0
$123,000 0.0% of portfolio
1,355
Q3 2024 New
$0
$122,000 0.0% of portfolio
5,255
Q3 2024 New
$0
$122,000 0.0% of portfolio
3,084
Q3 2024 Reduced 13.71%
$0
$121,000 0.0% of portfolio
1,669
Q3 2024 Added 1.58%
$0
$120,000 0.0% of portfolio
1,936
Q3 2024 New
$0
$120,000 0.0% of portfolio
965
Q3 2024 New
$0
$118,000 0.0% of portfolio
4,068
Q3 2024 Reduced 40.86%
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