Ep Wealth Advisors, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 61,836 shares of BILS stock, worth $6.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

61,836

Previous 54,368 13.74%

Holding current value

$6.14 Million

Previous $5.4 Million 13.98%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$98.97 - $99.59 $739,107 - $743,738	7,468 Added 13.74%	61,836 $6.16 Million
Q2 2024 Aug 19, 2024	SELL	$98.98 - $99.4 $918,138 - $922,034	-9,276 Reduced 14.57%	54,368 $5.4 Million
Q1 2024 May 14, 2024	SELL	$99.05 - $99.53 $2.64 Million - $2.65 Million	-26,634 Reduced 29.5%	63,644 $6.33 Million
Q4 2023 Feb 28, 2024	SELL	$98.89 - $99.53 $20,569 - $20,702	-208 Reduced 0.23%	90,278 $8.95 Million
Q3 2023 Nov 22, 2023	SELL	$99.03 - $99.47 $1.21 Million - $1.22 Million	-12,264 Reduced 11.94%	90,486 $9 Million
Q2 2023 Aug 14, 2023	SELL	$99.07 - $99.51 $10.4 Million - $10.5 Million	-105,236 Reduced 50.6%	102,750 $10.2 Million
Q1 2023 Jun 05, 2023	BUY	$99.12 - $99.61 $20.6 Million - $20.7 Million	207,986 New	207,986 $20.7 Million

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

Ticker BILS
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Ep Wealth Advisors, LLC Spdr Bloomberg 3 12 Month T Bi Transaction History