Ep Wealth Advisors, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 583,765 shares of BIL stock, worth $53.5 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

583,765

Previous 446,544 30.73%

Holding current value

$53.5 Million

Previous $41 Million 30.77%

% of portfolio

0.48%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$91.42 - $91.82 $12.5 Million - $12.6 Million	137,221 Added 30.73%	583,765 $53.6 Million
Q2 2024 Aug 19, 2024	SELL	$91.42 - $91.82 $2.63 Million - $2.64 Million	-28,753 Reduced 6.05%	446,544 $41 Million
Q1 2024 May 14, 2024	BUY	$91.4 - $91.8 $414,042 - $415,854	4,530 Added 0.96%	475,297 $43.6 Million
Q4 2023 Feb 28, 2024	BUY	$91.22 - $91.84 $9.55 Million - $9.62 Million	104,729 Added 28.61%	470,767 $43 Million
Q3 2023 Nov 22, 2023	BUY	$91.43 - $91.86 $33 Million - $33.2 Million	360,988 Added 7148.28%	366,038 $33.6 Million
Q2 2023 Aug 14, 2023	SELL	$91.41 - $91.82 $8.93 Million - $8.97 Million	-97,700 Reduced 95.09%	5,050 $463,000
Q1 2023 Jun 05, 2023	BUY	$91.4 - $91.84 $9.39 Million - $9.44 Million	102,750 New	102,750 $9.43 Million
Q4 2022 Jun 12, 2023	SELL	$91.33 - $91.67 $7.13 Million - $7.16 Million	-78,057 Reduced 75.97%	24,693 $2.26 Million

Others Institutions Holding BIL

# of Institutions

1,115

Shares Held

210M

Call Options Held

21.2K

Put Options Held

27.3K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Ep Wealth Advisors, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History