Ep Wealth Advisors, LLC Banks—Regional

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.7B
$4.78 Million 0.04% of portfolio
100,020
Q4 2024 Added 0.9%
$4.65B
$3.14 Million 0.03% of portfolio
83,670
Q4 2024 Added 0.2%
$27.5B
$2.56 Million 0.02% of portfolio
1,213
Q4 2024 Added 0.25%
$4.98B
$1.1 Million 0.01% of portfolio
21,992
Q4 2024 Reduced 3.85%
$20B
$1.05 Million 0.01% of portfolio
44,502
Q4 2024 Added 8.51%
$70.3B
$891,000 0.01% of portfolio
4,621
Q4 2024 Reduced 9.73%
$2.12B
$692,000 0.01% of portfolio
27,783
Q4 2024 Added 0.51%
$7.28B
$691,000 0.01% of portfolio
12,738
Q4 2024 Reduced 23.7%
$26.8B
$682,000 0.01% of portfolio
16,141
Q4 2024 Added 0.44%
$54.5B
$617,000 0.01% of portfolio
14,246
Q4 2024 Reduced 1.2%
$6.73B
$597,000 0.01% of portfolio
4,795
Q4 2024 Reduced 0.02%
$4.72B
$457,000 0.0% of portfolio
30,959
Q4 2024 Reduced 11.1%
$3.98B
$439,000 0.0% of portfolio
7,028
Q4 2024 Added 5.26%
$30.4B
$426,000 0.0% of portfolio
2,271
Q4 2024 Reduced 64.76%
$5.23B
$408,000 0.0% of portfolio
9,168
Q4 2024 New
$8.41B
$398,000 0.0% of portfolio
4,770
Q4 2024 Added 14.8%
$2.08B
$348,000 0.0% of portfolio
6,176
Q3 2024 New
$1.95B
$321,000 0.0% of portfolio
11,894
Q4 2024 Reduced 20.43%
$8.86B
$316,000 0.0% of portfolio
5,733
Q4 2024 Added 9.81%
$6.64B
$308,000 0.0% of portfolio
6,023
Q4 2024 Added 10.82%
$4.9B
$266,000 0.0% of portfolio
2,361
Q4 2024 Added 5.83%
$599M
$264,000 0.0% of portfolio
5,721
Q4 2024 New
$7.25B
$263,000 0.0% of portfolio
4,232
Q4 2024 New
$1.29B
$253,000 0.0% of portfolio
13,457
Q4 2024 Added 18.22%
$530M
$250,000 0.0% of portfolio
7,987
Q2 2024 Reduced 0.08%
$2.89B
$238,000 0.0% of portfolio
13,845
Q4 2024 Reduced 2.27%
$10.1B
$236,000 0.0% of portfolio
11,751
Q4 2024 Added 0.03%
$1.32B
$230,000 0.0% of portfolio
8,494
Q4 2024 New
$780M
$224,000 0.0% of portfolio
14,828
Q4 2024 Added 17.39%
$4.39B
$210,000 0.0% of portfolio
3,844
Q4 2024 New
$2.74B
$206,000 0.0% of portfolio
3,362
Q4 2024 New
$1.65B
$204,000 0.0% of portfolio
4,208
Q4 2024 New
$21.3B
$203,000 0.0% of portfolio
12,505
Q4 2024 New
$709M
$200,000 0.0% of portfolio
4,501
Q4 2024 New
$14.6B
$191,000 0.0% of portfolio
11,175
Q4 2024 New
$681M
$161,000 0.0% of portfolio
10,049
Q4 2024 New
$790M
$79,000 0.0% of portfolio
13,439
Q4 2024 Added 18.98%
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