Ep Wealth Advisors, LLC Spdr S&P Insurance 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 Insurance ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,928 shares of KIE stock, worth $342,520. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,928
Previous 6,928
-0.0%
Holding current value
$342,520
Previous $313,000
15.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding KIE
# of Institutions
151Shares Held
12.1MCall Options Held
47.5KPut Options Held
1.22M-
Jpmorgan Chase & CO New York, NY2.91MShares$144 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.38MShares$68 Million0.01% of portfolio
-
Morgan Stanley New York, NY972KShares$48 Million0.0% of portfolio
-
Factory Mutual Insurance CO Waltham, MA615KShares$30.4 Million0.37% of portfolio
-
Bank Of Montreal Toronto, A6508KShares$25.1 Million0.01% of portfolio