Ep Wealth Advisors, LLC Tidal ETF Tr Leatherback Long/ Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

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 1,085,606 shares of LBAY stock, worth $28.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,085,606
Previous 1,074,038 1.08%
Holding current value
$28.4 Million
Previous $29.1 Million 3.67%
% of portfolio
0.3%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
13
Shares Held
2.36M
Call Options Held
0
Put Options Held
0
View Full List

About TIDAL ETF TR LEATHERBACK LONG/

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