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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 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 62,950 shares of SMOT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
62,950
Previous 65,350 3.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
N/A
-2,400 Reduced 3.67%
62,950 $0
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
105
Shares Held
8.62M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email