Ep Wealth Advisors, LLC Trust For Professional Mgr Cro Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,100 shares of SPC stock, worth $239,760. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,100
Previous 11,100
-0.0%
Holding current value
$239,760
Previous $237,000
1.27%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPC
# of Institutions
11Shares Held
1.73MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.59MShares$34.4 Million8.18% of portfolio
-
Westbourne Investment Advisors, Inc.29.8KShares$644,5220.0% of portfolio
-
Ellsworth Advisors, LLC29.1KShares$628,0840.18% of portfolio
-
New Edge Advisors, LLC New Orleans, LA25.4KShares$547,7970.0% of portfolio
-
Compass Ion Advisors, LLC16.7KShares$361,5400.05% of portfolio