Ep Wealth Advisors, LLC First Tr Fd Ii Nasdaq Cybersec Transaction History

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Fd Ii Nasdaq Cybersec stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,505 shares of CIBR stock, worth $207,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,505

Previous 3,655 4.1%

Holding current value

$207,425

Previous $206,000 4.37%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 19, 2024	SELL	$52.5 - $56.42 $7,875 - $8,463	-150 Reduced 4.1%	3,505 $197,000
Q1 2024 May 14, 2024	BUY	$51.38 - $59.17 $12,845 - $14,792	250 Added 7.34%	3,655 $206,000
Q4 2023 Feb 28, 2024	BUY	$43.72 - $54.38 $148,866 - $185,163	3,405 New	3,405 $183,000
Q2 2022 Aug 11, 2022	BUY	$38.28 - $53.92 $4,019 - $5,661	105 Added 3.14%	3,447 $139,000
Q1 2022 May 20, 2022	BUY	$44.6 - $53.7 $149,053 - $179,465	3,342 New	3,342 $177,000
Q1 2021 May 17, 2021	SELL	$40.13 - $46.26 $113,929 - $131,332	-2,839 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$33.31 - $45.5 $94,567 - $129,174	2,839 New	2,839 $126,000

Others Institutions Holding CIBR

# of Institutions

566

Shares Held

59.4M

Call Options Held

213K

Put Options Held

87.2K

View Full List

About FIRST TR FD II NASDAQ CYBERSEC

Ticker CIBR
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Ep Wealth Advisors, LLC First Tr Fd Ii Nasdaq Cybersec Transaction History