Ep Wealth Advisors, LLC Spdr S&P Kensho New Economies Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,727 shares of KOMP stock, worth $127,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,727

Holding current value

$127,841

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$48.59 - $54.76 $132,504 - $149,330	2,727 New	2,727 $138,000

Others Institutions Holding KOMP

# of Institutions

147

Shares Held

39.2M

Call Options Held

100

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

33.5M
Shares

$1.57 Billion
3.59% of portfolio
Betterment LLC New York, NY

1.83M
Shares

$85.6 Million
0.22% of portfolio
Morgan Stanley New York, NY

533K
Shares

$25 Million
0.0% of portfolio
Strategic Advocates LLC Logan, UT

515K
Shares

$24.2 Million
8.85% of portfolio
Lpl Financial LLC Fort Mill, SC

192K
Shares

$8.98 Million
0.0% of portfolio

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About SPDR S&P KENSHO NEW ECONOMIES

Ticker KOMP
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Spdr S&P Kensho New Economies Transaction History