Ep Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,254 shares of MDY stock, worth $19.1 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
33,254
Previous 30,236
9.98%
Holding current value
$19.1 Million
Previous $16.2 Million
17.09%
% of portfolio
0.17%
Previous 0.17%
Shares
21 transactions
Others Institutions Holding MDY
# of Institutions
1,421Shares Held
28.7MCall Options Held
428KPut Options Held
269K-
International Assets Investment Management, LLC Orlando, FL2.17MShares$1.25 Billion0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.12MShares$1.22 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA1.3MShares$751 Million0.17% of portfolio
-
Morgan Stanley New York, NY1.21MShares$699 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY1.14MShares$656 Million0.11% of portfolio
About SPDR S&P MIDCAP 400 ETF TRUST
- Ticker MDY
- Exchange NYSE
- Sector ETFs
- Industry ETFs