Ep Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,608 shares of VIOV stock, worth $2.46 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,608Holding current value
$2.46 Million% of portfolio
0.02%Shares
12 transactions
Others Institutions Holding VIOV
# of Institutions
183Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$41.6 Million3.96% of portfolio
-
Ubs Group Ag343KShares$33 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$29.1 Million0.0% of portfolio
-
One Day In July LLC214KShares$20.6 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$18.7 Million0.01% of portfolio