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Ishares Tr Phill Invstmrk shares owned by Primoris Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Phill Invstmrk (EPHE) shares owned by Primoris Wealth Advisors from 13F filings

Historical chart of Primoris Wealth Advisors investment in Ishares Tr Phill Invstmrk

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Phill Invstmrk held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Phill Invstmrk by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 41k 27.63

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View all positions for Primoris Wealth Advisors

Top funds holding Ishares Tr Phill Invstmrk

State of Tennessee, Treasury Department
Hsbc Holdings
Sun Life Financial
Man Group
Vista Finance
Hilltop Holdings
Goldman Sachs Group
LPL Financial
Florin Court Capital
Glovista Investments
Primoris Wealth Advisors
Korea Investment Corporation
Amg National Trust Bank
Jpmorgan Chase & Co
Mirabella Financial Services

View all funds holding Ishares Tr Phill Invstmrk