Verity Wealth Advisors Ishares Inc Transaction History
Verity Wealth Advisors
- $138 Million
- Q4 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 $260,825. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,740
Previous 5,740
-0.0%
Holding current value
$260,825
Previous $280,000
10.36%
% of portfolio
0.18%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding EPP
# of Institutions
210Shares Held
31.2MCall Options Held
2.5KPut Options Held
4.1K-
Goldman Sachs Group Inc New York, NY9.96MShares$453 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY7.6MShares$346 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$124 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.87MShares$84.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.76MShares$80 Million0.01% of portfolio