Ep Wealth Advisors, LLC Proshares Tr S&P Midcap 400 Di Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Proshares Tr S&P Midcap 400 Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,709 shares of REGL stock, worth $135,318. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,709
Previous 1,955
12.58%
Holding current value
$135,318
Previous $159,000
13.84%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding REGL
# of Institutions
226Shares Held
14.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc2.44MShares$193 Million4.24% of portfolio
-
Morgan Stanley New York, NY2.31MShares$183 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA768KShares$60.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC694KShares$54.9 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL643KShares$50.9 Million0.02% of portfolio