Ep Wealth Advisors, LLC Flexshares Tr Core Select Bd F Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Flexshares Tr Core Select Bd F stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,455 shares of BNDC stock, worth $276,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,455

Holding current value

$276,251

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$21.68 - $22.86 $270,024 - $284,721	12,455 New	12,455 $270,000

Others Institutions Holding BNDC

# of Institutions

Shares Held

6.07M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

3M
Shares

$66.5 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$23.2 Million
0.01% of portfolio
Occidental Asset Management, LLC

759K
Shares

$16.8 Million
2.59% of portfolio
Financial Network Wealth Management LLC Draper, UT

368K
Shares

$8.17 Million
2.87% of portfolio
Mml Investors Services, LLC Springfield, MA

217K
Shares

$4.82 Million
0.02% of portfolio

View Full List

About FLEXSHARES TR CORE SELECT BD F

Ticker BNDC
Sector ETFs
Industry ETFs

More about BNDC

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Ep Wealth Advisors, LLC Flexshares Tr Core Select Bd F Transaction History