Ep Wealth Advisors, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 $388,342. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,113
Previous 12,113
-0.0%
Holding current value
$388,342
Previous $413,000
9.2%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GWX
# of Institutions
226Shares Held
14.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$34.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc833KShares$26.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC675KShares$21.6 Million0.0% of portfolio
-
Assetmark, Inc574KShares$18.4 Million0.05% of portfolio
-
Bryn Mawr Trust CO Bryn Mawr, PA516KShares$16.5 Million0.29% of portfolio