Ep Wealth Advisors, LLC Spdr S&P Emerging Dividends Et Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Emerging Dividends Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,061 shares of EDIV stock, worth $109,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,061

Holding current value

$109,736

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$34.83 - $38.05 $106,614 - $116,471	3,061 New	3,061 $107,000

Others Institutions Holding EDIV

# of Institutions

154

Shares Held

11.1M

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

1.24M
Shares

$44.3 Million
0.09% of portfolio
Trust CO

1.12M
Shares

$40.2 Million
4.96% of portfolio
Lpl Financial LLC Fort Mill, SC

762K
Shares

$27.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

680K
Shares

$24.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

493K
Shares

$17.7 Million
0.0% of portfolio

View Full List

About SPDR S&P EMERGING DIVIDENDS ET

Ticker EDIV
Sector ETFs
Industry ETFs

More about EDIV

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Ep Wealth Advisors, LLC Spdr S&P Emerging Dividends Et Transaction History