Verity Wealth Advisors Ishares Inc Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Inc stock. As of the latest transaction made, Verity Wealth Advisors holds 5,740 shares of EPP stock, worth $268,172. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,740
Previous 5,740
-0.0%
Holding current value
$268,172
Previous $246,000
13.82%
% of portfolio
0.2%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding EPP
# of Institutions
203Shares Held
32.6MCall Options Held
10.8KPut Options Held
15.8K-
Goldman Sachs Group Inc New York, NY9.76MShares$456 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY8.77MShares$410 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.78MShares$130 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.87MShares$87.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.73MShares$81 Million0.01% of portfolio