Ep Wealth Advisors, LLC Spdr S&P Capital Markets ETF Call Options Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding KCE
# of Institutions
110Shares Held
2.83MCall Options Held
5.3KPut Options Held
7K-
Assetmark, Inc779KShares$114 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC485KShares$71.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY185KShares$27.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC129KShares$18.9 Million0.01% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa93.4KShares$13.7 Million0.0% of portfolio