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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

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 $551,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,019

Previous 9,019 -0.0%

Holding current value

$551,602

Previous $460,000 6.52%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

245

Shares Held

25.3M

Call Options Held

56.2K

Put Options Held

1.8K

View Full List

About GLOBAL X MLP & ENERGY INFRASTR

Ticker MLPX
Sector ETFs
Industry ETFs

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