Ep Wealth Advisors, LLC Global X Mlp & Energy Infrastr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,019 shares of MLPX stock, worth $528,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,019
Previous 9,431 4.37%
Holding current value
$528,513
Previous $601,000 5.99%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$55.32 - $65.02 $22,791 - $26,788
-412 Reduced 4.37%
9,019 $565,000
Q1 2025

May 15, 2025
BUY
$59.6 - $67.2 $23,840 - $26,880
400 Added 4.43%
9,431 $601,000
Q4 2024

Feb 13, 2025
BUY
$54.89 - $64.32 $658 - $771
12 Added 0.13%
9,031 $545,000
Q3 2023

Nov 22, 2023
SELL
$41.06 - $43.29 $491,939 - $518,657
-11,981 Reduced 57.05%
9,019 $382,000
Q2 2023

Aug 14, 2023
BUY
$38.59 - $41.57 $192,872 - $207,766
4,998 Added 31.23%
21,000 $872,000
Q1 2023

Jun 05, 2023
BUY
$37.63 - $42.67 $602,155 - $682,805
16,002 New
16,002 $639,000
Q2 2022

Aug 11, 2022
SELL
$36.9 - $45.79 $23,505 - $29,168
-637 Reduced 6.44%
9,255 $353,000
Q1 2022

May 20, 2022
BUY
$36.01 - $43.47 $356,210 - $430,005
9,892 New
9,892 $423,000
Q2 2021

Aug 24, 2021
SELL
$31.57 - $38.1 $504,109 - $608,380
-15,968 Closed
0 $0
Q1 2021

May 17, 2021
SELL
$26.74 - $32.63 $57,036 - $69,599
-2,133 Reduced 11.78%
15,968 $505,000
Q4 2020

Feb 18, 2021
SELL
$21.78 - $29.33 $2.81 Million - $3.78 Million
-128,796 Reduced 87.68%
18,101 $488,000
Q3 2020

Nov 17, 2020
BUY
$21.96 - $26.9 $3.23 Million - $3.95 Million
146,897 New
146,897 $3.24 Million

Others Institutions Holding MLPX

# of Institutions
336
Shares Held
32.7M
Call Options Held
245K
Put Options Held
57.5K
View Full List

About GLOBAL X MLP & ENERGY INFRASTR

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