EWA
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EP Wealth Advisors’s ProShares Ultra Bloomberg Natural Gas BOIL Stock Holding History

EP Wealth Advisors’s Portfolio BOIL Stock Details BOIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,500
Closed -$522K – 1250
2024
Q3 		$522K Buy
+4,500
New +$465K ﹤0.01% 679

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CWM
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Morgan Stanley
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HF
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TSS
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TRCT
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