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

1.78M

Call Options Held

5.4K

Put Options Held

4.6K

Osborne Partners Capital Management, LLC

193K
Shares

$15 Million
0.91% of portfolio
Bank Of America Corp Charlotte, NC

154K
Shares

$12 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$11.5 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$11 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

132K
Shares

$10.3 Million
8.59% of portfolio

About SPDR INDEX SHS FUND SPDR S&P C

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