Ep Wealth Advisors, LLC Principal ETF U S Mega Cap Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 133,231 shares of USMC stock, worth $8.97 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
133,231
Previous 130,569 2.04%
Holding current value
$8.97 Million
Previous $7.41 Million 12.42%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$50.94 - $62.56 $135,602 - $166,534
2,662 Added 2.04%
133,231 $8.33 Million
Q1 2025

May 15, 2025
BUY
$55.72 - $63.13 $111,662 - $126,512
2,004 Added 1.56%
130,569 $7.41 Million
Q4 2024

Feb 13, 2025
SELL
$56.37 - $61.98 $160,372 - $176,333
-2,845 Reduced 2.16%
128,565 $7.72 Million
Q3 2024

Nov 14, 2024
BUY
$51.14 - $56.99 $6.72 Million - $7.49 Million
131,410 New
131,410 $7.49 Million

Others Institutions Holding USMC

# of Institutions
81
Shares Held
53.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U S MEGA-CAP

USMC Quotes by TradingView
  • Ticker USMC
  • Sector ETFs
  • Industry ETFs
More about USMC
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