Ep Wealth Advisors, LLC Principal ETF U S Mega Cap Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 131,410 shares of USMC stock, worth $7.93 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
131,410Holding current value
$7.93 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding USMC
# of Institutions
51Shares Held
13MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA4.41MShares$266 Million6.08% of portfolio
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Envestnet Asset Management Inc4.28MShares$258 Million0.08% of portfolio
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O'Brien Wealth Partners LLC831KShares$50.1 Million9.79% of portfolio
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Lpl Financial LLC Fort Mill, SC442KShares$26.7 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL425KShares$25.6 Million0.03% of portfolio