Eisner Amper Wealth Management Corporate Benefits, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 03, 2022	SELL	$25.36 - $28.61 $1.87 Million - $2.11 Million	-73,647 Closed	0 $0
Q2 2022 Jul 01, 2022	SELL	$27.4 - $29.93 $1.29 Million - $1.41 Million	-46,989 Reduced 38.95%	73,647 $2.03 Million
Q1 2022 Apr 01, 2022	BUY	$29.85 - $31.38 $432,645 - $454,821	14,494 Added 13.66%	120,636 $3.65 Million
Q4 2021 Jan 03, 2022	BUY	$31.08 - $31.92 $1.84 Million - $1.88 Million	59,043 Added 125.36%	106,142 $3.34 Million
Q3 2021 Oct 01, 2021	BUY	$30.98 - $31.82 $1.46 Million - $1.5 Million	47,099 New	47,099 $1.47 Million

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.2 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.2 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.7 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.7 Million
0.05% of portfolio

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