Ep Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 693 shares of FXL stock, worth $86,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
693
Holding current value
$86,548
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$136.18 - $158.26 $94,372 - $109,674
693 New
693 $102,000
Q1 2024

May 14, 2024
SELL
$122.15 - $138.57 $14,047 - $15,935
-115 Reduced 12.0%
843 $113,000
Q4 2023

Feb 28, 2024
BUY
$104.07 - $129.36 $99,699 - $123,926
958 New
958 $122,000

Others Institutions Holding FXL

# of Institutions
272
Shares Held
6.24M
Call Options Held
5K
Put Options Held
40.1K
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXL Quotes by TradingView
  • Ticker FXL
  • Sector ETFs
  • Industry ETFs
More about FXL
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