Ep Wealth Advisors, LLC Spdr S&P Bank ETF Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,017 shares of KBE stock, worth $233,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,017

Previous 5,933 32.29%

Holding current value

$233,668

Previous $275,000 22.91%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$45.47 - $54.71 $87,120 - $104,824	-1,916 Reduced 32.29%	4,017 $212,000
Q1 2024 May 14, 2024	SELL	$42.85 - $47.1 $16,797 - $18,463	-392 Reduced 6.2%	5,933 $279,000
Q4 2023 Feb 28, 2024	BUY	$34.5 - $47.03 $3,450 - $4,703	100 Added 1.61%	6,325 $291,000
Q3 2023 Nov 22, 2023	SELL	$35.66 - $42.33 $471,567 - $559,771	-13,224 Reduced 67.99%	6,225 $229,000
Q2 2023 Aug 14, 2023	BUY	$31.9 - $38.23 $620,423 - $743,535	19,449 New	19,449 $700,000
Q4 2022 Jun 12, 2023	BUY	$43.77 - $49.99 $163,480 - $186,712	3,735 New	3,735 $168,000

Others Institutions Holding KBE

# of Institutions

257

Shares Held

13.7M

Call Options Held

1.72M

Put Options Held

3.47M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

More about KBE

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Ep Wealth Advisors, LLC Spdr S&P Bank ETF Transaction History