Ep Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,948 shares of MDYG stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,948
Previous 6,568 66.69%
Holding current value
$1.02 Million
Previous $552,000 73.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$81.1 - $89.18 $355,218 - $390,608
4,380 Added 66.69%
10,948 $960,000
Q2 2024

Aug 19, 2024
BUY
$81.04 - $87.08 $81 - $87
1 Added 0.02%
6,568 $552,000
Q1 2024

May 14, 2024
BUY
$73.37 - $87.29 $513 - $611
7 Added 0.11%
6,567 $573,000
Q4 2023

Feb 28, 2024
BUY
$64.85 - $76.49 $5,252 - $6,195
81 Added 1.25%
6,560 $496,000
Q3 2023

Nov 22, 2023
BUY
$68.34 - $74.46 $31,299 - $34,102
458 Added 7.61%
6,479 $447,000
Q2 2023

Aug 14, 2023
SELL
$66.14 - $71.65 $826,816 - $895,696
-12,501 Reduced 67.49%
6,021 $431,000
Q1 2023

Jun 05, 2023
BUY
$64.78 - $71.55 $1.2 Million - $1.33 Million
18,522 New
18,522 $1.27 Million
Q4 2022

Jun 12, 2023
SELL
$61.13 - $69.88 $702,139 - $802,641
-11,486 Reduced 62.01%
7,036 $459,000
Q2 2022

Aug 11, 2022
SELL
$59.32 - $74.72 $16,313 - $20,548
-275 Reduced 3.8%
6,953 $424,000
Q1 2022

May 20, 2022
SELL
$69.3 - $81.58 $3,811 - $4,486
-55 Reduced 0.76%
7,228 $536,000
Q4 2021

Feb 17, 2022
SELL
$75.58 - $84.0 $34,011 - $37,800
-450 Reduced 5.82%
7,283 $594,000
Q3 2021

Nov 23, 2021
SELL
$74.54 - $80.19 $280,494 - $301,754
-3,763 Reduced 32.73%
7,733 $585,000
Q3 2021

Nov 16, 2021
BUY
$74.54 - $80.19 $664,598 - $714,974
8,916 Added 345.58%
11,496 $585,000
Q2 2021

Aug 24, 2021
BUY
$73.83 - $79.88 $190,481 - $206,090
2,580 New
2,580 $200,000
Q1 2021

May 17, 2021
SELL
$68.34 - $76.88 $197,160 - $221,798
-2,885 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$58.06 - $69.83 $167,503 - $201,459
2,885 New
2,885 $200,000
Q3 2020

Nov 17, 2020
SELL
$53.09 - $60.07 $236,993 - $268,152
-4,464 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$39.86 - $56.97 $129,863 - $185,608
-3,258 Reduced 42.19%
4,464 $240,000
Q1 2020

May 18, 2020
SELL
$35.95 - $59.38 $153,686 - $253,849
-4,275 Reduced 35.63%
7,722 $331,000
Q4 2019

Feb 14, 2020
BUY
$51.98 - $57.24 $623,604 - $686,708
11,997 New
11,997 $685,000

Others Institutions Holding MDYG

# of Institutions
389
Shares Held
23.6M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP GROWTH ET

MDYG Quotes by TradingView
  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email