Ep Wealth Advisors, LLC ADVISOR MANAGED PORTFOLIOS Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Number of Shares
4,287,136
Previous 4,327,742 0.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
N/A
-40,606 Reduced 0.94%
4,287,136 $0
Q3 2024

Nov 14, 2024
BUY
N/A
4,327,742 New
4,327,742 $0
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