Ep Wealth Advisors, LLC Spdr S&P Global Natural Resour Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$51.98 - $57.93 $103,388 - $115,222	1,989 New	1,989 $115,000

Others Institutions Holding GNR

# of Institutions

253

Shares Held

35.6M

Call Options Held

2.4K

Put Options Held

9K

Northern Trust Corp Chicago, IL

13.9M
Shares

$747 Million
0.1% of portfolio
Pure Financial Advisors, LLC

1.79M
Shares

$96 Million
2.1% of portfolio
Hackensack Meridian Health, Inc. Edison, NJ

1.61M
Shares

$86.1 Million
11.3% of portfolio
Johns Hopkins University Baltimore, MD

1.57M
Shares

$84.3 Million
2.94% of portfolio
Black Rock Inc. New York, NY

1.24M
Shares

$66.4 Million
0.0% of portfolio

About SPDR S&P GLOBAL NATURAL RESOUR

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