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 $552,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,522
Previous 7,649 1.66%
Holding current value
$552,039
Previous $614,000 3.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
SELL
$78.03 - $82.13 $9,909 - $10,430
-127 Reduced 1.66%
7,522 $590,000
Q3 2024

Nov 14, 2024
BUY
$70.51 - $81.07 $33,280 - $38,265
472 Added 6.58%
7,649 $614,000
Q2 2024

Aug 19, 2024
SELL
$65.21 - $77.8 $19,889 - $23,729
-305 Reduced 4.08%
7,177 $543,000
Q1 2024

May 14, 2024
BUY
$61.89 - $70.93 $18,876 - $21,633
305 Added 4.25%
7,482 $521,000
Q4 2023

Feb 28, 2024
BUY
$53.99 - $64.39 $167,854 - $200,188
3,109 Added 76.43%
7,177 $459,000
Q3 2023

Nov 22, 2023
BUY
$55.66 - $60.15 $226,424 - $244,690
4,068 New
4,068 $228,000

Others Institutions Holding TDIV

# of Institutions
358
Shares Held
22.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

TDIV Quotes by TradingView
  • Ticker TDIV
  • Sector ETFs
  • Industry ETFs
More about TDIV
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