Ep Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,444 shares of TFLO stock, worth $325,808. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,444
Previous 3,768
71.02%
Holding current value
$325,808
Previous $190,000
71.05%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$141 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio