Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,460 shares of IDV stock, worth $130,499. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,460Holding current value
$130,499% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
494Shares Held
79.8MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$310 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$113 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$79.2 Million0.01% of portfolio