Ep Wealth Advisors, LLC Software—Application

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$349B
$28 Million 0.25% of portfolio
102,393
Q3 2024 Added 240.96%
$54.9B
$12.7 Million 0.11% of portfolio
6,518
Q3 2024 Added 4.98%
$129B
$6.59 Million 0.06% of portfolio
87,650
Q3 2024 Added 10.85%
$182B
$6.2 Million 0.06% of portfolio
9,987
Q3 2024 Added 79.46%
$228B
$3.02 Million 0.03% of portfolio
3,377
Q3 2024 Added 53.08%
$93.7B
$1.75 Million 0.02% of portfolio
13,413
Q3 2024 Added 18.26%
$58.9B
$1.16 Million 0.01% of portfolio
10,578
Q3 2024 Reduced 4.98%
$83.1B
$1.03 Million 0.01% of portfolio
3,786
Q3 2024 Added 56.71%
$135B
$1 Million 0.01% of portfolio
12,496
Q3 2024 Added 26.3%
$42.9B
$978,000 0.01% of portfolio
5,493
Q3 2024 Added 0.02%
$54.4B
$907,000 0.01% of portfolio
3,714
Q3 2024 Added 51.47%
$1.13B
$858,000 0.01% of portfolio
229,002
Q3 2024 Added 7.59%
$3.35B
$781,000 0.01% of portfolio
33,232
Q3 2024 New
$53.1B
$709,000 0.01% of portfolio
2,887
Q3 2024 Added 22.69%
$21B
$611,000 0.01% of portfolio
8,761
Q3 2024 New
$6.02B
$575,000 0.01% of portfolio
7,219
Q3 2024 New
$294B
$492,000 0.0% of portfolio
2,148
Q3 2024 Added 26.8%
$3.52B
$409,000 0.0% of portfolio
2,430
Q3 2024 Added 900.0%
$2.95B
$405,000 0.0% of portfolio
6,023
Q3 2024 New
$34.6B
$384,000 0.0% of portfolio
723
Q3 2024 New
$45.1B
$322,000 0.0% of portfolio
2,803
Q3 2024 New
$25.7B
$294,000 0.0% of portfolio
505
Q3 2024 Reduced 1.94%
$4.25B
$293,000 0.0% of portfolio
3,471
Q3 2024 New
$7.31B
$264,000 0.0% of portfolio
4,775
Q3 2024 New
$14.1B
$247,000 0.0% of portfolio
1,485
Q3 2024 New
$29.6B
$245,000 0.0% of portfolio
770
Q3 2024 Added 9.22%
$19.2B
$205,000 0.0% of portfolio
3,308
Q3 2024 New
$779M
$159,000 0.0% of portfolio
32,082
Q3 2024 New
$1.15B
$50,000 0.0% of portfolio
10,022
Q3 2024 New
$123M
$9,000 0.0% of portfolio
10,567
Q2 2024 New
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