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Proshares Tr S&p 500 Aristo shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr S&p 500 Aristo (NOBL) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Proshares Tr S&p 500 Aristo

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr S&p 500 Aristo held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr S&p 500 Aristo by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 26k 95.20
2023-09-30 $155k 1.7k 88.55
2023-03-31 $0 1.1M 0.00

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Proshares Tr S&p 500 Aristo

Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
Commonwealth Equity Services
IAM Advisory
Global Assets Advisory
Ameriprise Financial
Advisor Group Holdings
Sontag Advisory
Jpmorgan Chase & Co

View all funds holding Proshares Tr S&p 500 Aristo