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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 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 7,378 shares of KIE stock, worth $437,441. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,378
Previous 6,929 6.48%
Holding current value
$437,441
Previous $345,000 21.16%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
164
Shares Held
12.7M
Call Options Held
99.4K
Put Options Held
567K
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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