Ep Wealth Advisors, LLC First Tr Exchange Traded Fd Ut Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding FXU
# of Institutions
129Shares Held
5.73MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$40.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC543KShares$21.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc403KShares$15.7 Million0.01% of portfolio
-
Csenge Advisory Group328KShares$12.8 Million0.69% of portfolio
-
Ubs Group Ag257KShares$9.99 Million0.0% of portfolio