Epg Wealth Management LLC First Exc Trd Viii Cboe Vest U Transaction History
Epg Wealth Management LLC
- $333 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding DJAN
# of Institutions
115Shares Held
5.37MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL729KShares$29.9 Million1.97% of portfolio
-
Brookstone Capital Management381KShares$15.7 Million0.23% of portfolio
-
Cwm, LLC298KShares$12.3 Million0.04% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX230KShares$9.46 Million1.26% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX218KShares$8.95 Million2.15% of portfolio