Ep Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,271 shares of FV stock, worth $557,465. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,271Holding current value
$557,465% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FV
# of Institutions
351Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$400 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC4.47MShares$268 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.09MShares$246 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.85MShares$171 Million0.25% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.66MShares$160 Million0.06% of portfolio