A detailed history of Ep Wealth Advisors, LLC transactions in Tidal ETF Tr Leatherback Long/ stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,074,057 shares of LBAY stock, worth $28.2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,074,057
Previous 1,085,606 1.06%
Holding current value
$28.2 Million
Previous $28 Million 6.0%
% of portfolio
0.26%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$25.4 - $27.97 $293,344 - $323,025
-11,549 Reduced 1.06%
1,074,057 $29.7 Million
Q2 2024

Aug 19, 2024

BUY
$25.78 - $27.46 $298,223 - $317,657
11,568 Added 1.08%
1,085,606 $28 Million
Q1 2024

May 14, 2024

BUY
$25.3 - $27.05 $207,080 - $221,404
8,185 Added 0.77%
1,074,038 $29.1 Million
Q4 2023

Feb 28, 2024

BUY
$24.54 - $26.09 $143,878 - $152,965
5,863 Added 0.55%
1,065,853 $27.7 Million
Q3 2023

Nov 22, 2023

BUY
$25.77 - $27.23 $27.2 Million - $28.7 Million
1,054,132 Added 17994.74%
1,059,990 $27.3 Million
Q2 2023

Aug 14, 2023

BUY
$25.22 - $28.03 $147,738 - $164,199
5,858 New
5,858 $154,000

Others Institutions Holding LBAY

About TIDAL ETF TR LEATHERBACK LONG/


  • Ticker LBAY
  • Sector ETFs
  • Industry ETFs
More about LBAY
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.