Ep Wealth Advisors, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,113 shares of GWX stock, worth $386,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,113

Holding current value

$386,646

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$30.27 - $34.42 $366,660 - $416,929	12,113 New	12,113 $413,000

Others Institutions Holding GWX

# of Institutions

228

Shares Held

14.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$33.1 Million
0.02% of portfolio
Envestnet Asset Management Inc

772K
Shares

$24.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

675K
Shares

$21.6 Million
0.0% of portfolio
Assetmark, Inc

556K
Shares

$17.7 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

505K
Shares

$16.1 Million
0.04% of portfolio

View Full List

About SPDR INDEX SHS FD SPDR S&P INT

Ticker GWX
Sector ETFs
Industry ETFs

More about GWX

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Ep Wealth Advisors, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History