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

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 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 446,544 shares of BIL stock, worth $41 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

446,544

Previous 475,297 6.05%

Holding current value

$41 Million

Previous $43.6 Million 6.07%

% of portfolio

0.44%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,086

Shares Held

222M

Call Options Held

25.8K

Put Options Held

42.2K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

More about BIL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

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