Ep Wealth Advisors, LLC Spdr Index Shs Fund Spdr S&P C Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$126.98 - $155.61 $182,216 - $223,300	-1,435 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$118.51 - $131.82 $170,061 - $189,161	1,435 New	1,435 $187,000

Others Institutions Holding GXC

# of Institutions

84

Shares Held

1.77M

Call Options Held

5.4K

Put Options Held

4.6K

Osborne Partners Capital Management, LLC

193K
Shares

$14.9 Million
0.91% of portfolio
Bank Of America Corp Charlotte, NC

154K
Shares

$11.8 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$11.3 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$10.9 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

132K
Shares

$10.2 Million
8.59% of portfolio

About SPDR INDEX SHS FUND SPDR S&P C

Ticker GXC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.