Ep Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,522 shares of TDIV stock, worth $528,270. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,522
Previous 7,649
1.66%
Holding current value
$528,270
Previous $614,000
3.91%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding TDIV
# of Institutions
361Shares Held
22.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$158 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.09MShares$147 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$118 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$96.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$86.3 Million0.04% of portfolio