Ep Wealth Advisors, LLC Pacer Fds Tr Trendpliot 100 Et Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,550 shares of PTNQ stock, worth $117,474. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,550
Previous 1,550
-0.0%
Holding current value
$117,474
Previous $111,000
1.8%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PTNQ
# of Institutions
145Shares Held
11.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.34MShares$102 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.29MShares$98 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$87 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL786KShares$59.6 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA723KShares$54.8 Million0.01% of portfolio