Ep Wealth Advisors, LLC Franklin Templeton ETF Tr Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Franklin Templeton ETF Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 63,805 shares of FLSW stock, worth $2.26 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
63,805
Previous 65,205
2.15%
Holding current value
$2.26 Million
Previous $2.35 Million
13.28%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FLSW
# of Institutions
22Shares Held
1.08MCall Options Held
0Put Options Held
0-
Morningstar Investment Management LLC Chicago, IL318KShares$11.3 Million0.8% of portfolio
-
Marotta Asset Management253KShares$8.99 Million1.69% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ190KShares$6.76 Million0.12% of portfolio
-
Innealta Capital, LLC Austin, TX96.4KShares$3.42 Million1.72% of portfolio
-
Ci Private Wealth, LLC Miami, FL48.4KShares$1.72 Million0.0% of portfolio