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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 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 5,933 shares of KBE stock, worth $269,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,933
Previous 6,325 6.2%
Holding current value
$269,832
Previous $291,000 4.12%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
258
Shares Held
13.7M
Call Options Held
1.3M
Put Options Held
995K
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
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