Ep Wealth Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,975 shares of QDEC stock, worth $124,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,975

Holding current value

$124,974

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$23.95 - $29.34 $95,201 - $116,626	3,975 New	3,975 $116,000

Others Institutions Holding QDEC

# of Institutions

115

Shares Held

6.95M

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

1.35M
Shares

$42.4 Million
0.05% of portfolio
Sequent Planning LLC Omaha, NE

536K
Shares

$16.9 Million
4.74% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

465K
Shares

$14.6 Million
0.02% of portfolio
Kaye Capital Management El Segundo, CA

442K
Shares

$13.9 Million
5.68% of portfolio
Commonwealth Equity Services, LLC

395K
Shares

$12.4 Million
0.02% of portfolio

View Full List

About FIRST TR EX-TR FD VIII CBOE VE

Ticker QDEC
Sector ETFs
Industry ETFs

More about QDEC

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Ep Wealth Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History