Ep Wealth Advisors, LLC Vaneck ETF Tr Morningstar Smid Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vaneck ETF Tr Morningstar Smid stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 65,350 shares of SMOT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65,350
Previous 67,350 2.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-2,000 Reduced 2.97%
65,350 $0
Q2 2024

Aug 19, 2024
SELL
N/A
-4,395 Reduced 6.13%
67,350 $0
Q1 2024

May 14, 2024
BUY
N/A
20,890 Added 41.08%
71,745 $0
Q4 2023

Feb 28, 2024
BUY
N/A
50,855 New
50,855 $0

Others Institutions Holding SMOT

# of Institutions
94
Shares Held
7.37M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR MORNINGSTAR SMID

SMOT Quotes by TradingView
  • Ticker SMOT
More about SMOT
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