Ep Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,045 shares of DDEC stock, worth $178,344. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,045

Holding current value

$178,344

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$37.24 - $41.76 $150,635 - $168,919	4,045 New	4,045 $168,000

Others Institutions Holding DDEC

# of Institutions

113

Shares Held

3.35M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

249K
Shares

$11 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

228K
Shares

$10.1 Million
0.01% of portfolio
Kestra Advisory Services, LLC

225K
Shares

$9.93 Million
0.05% of portfolio
Envestnet Asset Management Inc

138K
Shares

$6.07 Million
0.0% of portfolio
Hartford Financial Management Inc.

114K
Shares

$5 Million
1.43% of portfolio

View Full List

About FIRST TR EX TR FD VIII FT CBOE

Ticker DDEC
Sector ETFs
Industry ETFs

More about DDEC

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Ep Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History