Ep Wealth Advisors, LLC Spdr S&P Insurance 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 Insurance ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,369 shares of KIE stock, worth $430,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,369
Previous 7,378 0.12%
Holding current value
$430,202
Previous $418,000 0.48%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$55.65 - $62.03 $500 - $558
-9 Reduced 0.12%
7,369 $416,000
Q3 2024

Nov 14, 2024
BUY
$49.44 - $56.87 $22,198 - $25,534
449 Added 6.48%
7,378 $418,000
Q2 2024

Aug 19, 2024
BUY
$47.72 - $51.83 $47 - $51
1 Added 0.01%
6,929 $345,000
Q4 2023

Feb 28, 2024
BUY
$41.63 - $46.09 $288,412 - $319,311
6,928 New
6,928 $313,000

Others Institutions Holding KIE

# of Institutions
192
Shares Held
15M
Call Options Held
399K
Put Options Held
605K
View Full List

About SPDR S&P INSURANCE ETF

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