Epg Wealth Management LLC Ishares Tr Transaction History
Epg Wealth Management LLC
- $401 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding GBF
# of Institutions
78Shares Held
1.97MCall Options Held
0Put Options Held
0-
Assetmark, Inc403KShares$41.6 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY256KShares$26.4 Million0.0% of portfolio
-
Destination Wealth Management165KShares$17 Million0.57% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS153KShares$15.8 Million0.25% of portfolio
-
Morgan Stanley New York, NY112KShares$11.5 Million0.0% of portfolio