Ep Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,630 shares of EUSA stock, worth $439,109. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,630
Previous 3,780
22.49%
Holding current value
$439,109
Previous $343,000
18.95%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EUSA
# of Institutions
102Shares Held
4.21MCall Options Held
0Put Options Held
0-
Schroder Investment Management Group London, X0531KShares$50.3 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC529KShares$50.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc357KShares$33.8 Million0.01% of portfolio
-
D.A. Davidson & Co.332KShares$31.5 Million0.26% of portfolio
-
Arkadios Wealth Advisors327KShares$31 Million1.91% of portfolio