Ep Wealth Advisors, LLC Spdr Bloomberg Emerging Market Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Bloomberg Emerging Market stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,471 shares of EBND stock, worth $116,313. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,471

Previous 7,218 24.2%

Holding current value

$116,313

Previous $140,000 22.14%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$19.47 - $20.36 $34,014 - $35,568	-1,747 Reduced 24.2%	5,471 $109,000
Q4 2024 Feb 13, 2025	SELL	$19.53 - $21.1 $114,035 - $123,202	-5,839 Reduced 44.72%	7,218 $140,000
Q3 2024 Nov 14, 2024	BUY	$19.74 - $21.39 $112,636 - $122,051	5,706 Added 77.62%	13,057 $277,000
Q2 2024 Aug 19, 2024	BUY	$19.77 - $20.53 $6,899 - $7,164	349 Added 4.98%	7,351 $146,000
Q1 2024 May 14, 2024	BUY	$20.47 - $21.05 $24,707 - $25,407	1,207 Added 20.83%	7,002 $143,000
Q4 2023 Feb 28, 2024	SELL	$19.38 - $21.33 $229,691 - $252,803	-11,852 Reduced 67.16%	5,795 $123,000
Q3 2023 Nov 22, 2023	BUY	$19.7 - $21.64 $299,026 - $328,473	15,179 Added 615.03%	17,647 $349,000
Q2 2023 Aug 14, 2023	SELL	$20.89 - $21.46 $314,227 - $322,801	-15,042 Reduced 85.91%	2,468 $52,000
Q1 2023 Jun 05, 2023	BUY	$20.48 - $21.75 $358,604 - $380,842	17,510 New	17,510 $371,000

Others Institutions Holding EBND

# of Institutions

202

Shares Held

84M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG EMERGING MARKET

Ticker EBND
Sector ETFs
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Ep Wealth Advisors, LLC Spdr Bloomberg Emerging Market Transaction History