Ep Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,188 shares of VONE stock, worth $283,694. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,188
Previous 4,418
73.11%
Holding current value
$283,694
Previous $1.15 Million
72.47%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding VONE
# of Institutions
339Shares Held
11MCall Options Held
700Put Options Held
400-
Ameriprise Financial Inc Minneapolis, MN789KShares$188 Million0.06% of portfolio
-
Red Cedar Investment Management, LLC675KShares$161 Million22.8% of portfolio
-
Bank Of America Corp Charlotte, NC639KShares$153 Million0.01% of portfolio
-
Morgan Stanley New York, NY607KShares$145 Million0.01% of portfolio
-
Ubs Group Ag605KShares$144 Million0.03% of portfolio