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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Capital Markets ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,191 shares of KCE stock, worth $154,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,191
Previous 1,342 11.25%
Holding current value
$154,020
Previous $167,000 1.8%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$124.2 - $148.51 $18,754 - $22,425
-151 Reduced 11.25%
1,191 $164,000
Q3 2024

Nov 14, 2024
BUY
$110.03 - $126.01 $147,660 - $169,105
1,342 New
1,342 $167,000

Others Institutions Holding KCE

# of Institutions
135
Shares Held
2.83M
Call Options Held
9.8K
Put Options Held
3.2K
View Full List

About SPDR S&P CAPITAL MARKETS ETF

KCE Quotes by TradingView
  • Ticker KCE
  • Sector ETFs
  • Industry ETFs
More about KCE
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email