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EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
YSEP3 quarters
Position history for EP Wealth Advisors, LLC's holdings in FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER
EP Wealth Advisors, LLC holds 4,780 shares of YSEP (FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER), worth $131,641 as of 2026-Q2. This is a new position. YSEP represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$131,641
Current Shares
4,780
Total Value Change
-$21,591
Total Shares Change
-1,500
Quarter-by-Quarter History
Other major holders of YSEP: Rockefeller Capital Management L.P., RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC