Ep Wealth Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,403 shares of LGLV stock, worth $237,612. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,403
Previous 1,403
-0.0%
Holding current value
$237,612
Previous $218,000
1.83%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LGLV
# of Institutions
162Shares Held
3.22MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO586KShares$99.2 Million11.36% of portfolio
-
Gerber Kawasaki Wealth & Investment Management320KShares$54.2 Million2.47% of portfolio
-
Congress Wealth Management LLC Boston, MA306KShares$51.8 Million0.76% of portfolio
-
Baltimore Washington Financial Advisors, Inc.273KShares$46.3 Million2.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$28 Million0.01% of portfolio