Ep Wealth Advisors, LLC Invesco S&P Smallcap Health Ca Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding PSCH
# of Institutions
86Shares Held
874KCall Options Held
0Put Options Held
0-
Wbi Investments, Inc.103KShares$4.91 Million1.2% of portfolio
-
Morgan Stanley New York, NY97.5KShares$4.67 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA87.6KShares$4.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC56KShares$2.68 Million0.0% of portfolio
-
Pacific Sun Financial Corp51.2KShares$2.45 Million1.31% of portfolio