Ep Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,712 shares of QUS stock, worth $627,810. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,712
              Previous 4,178
              
        
           11.15%
        
      
          
        Holding current value
$627,810
            Previous $654,000
            
        
           7.49%
        
      
          
        % of portfolio
0.0%
            Previous 0.01%
          
        Shares
	  2 transactions
	
  Others Institutions Holding QUS
# of Institutions
193Shares Held
7.92MCall Options Held
1.9KPut Options Held
0- 
    
      Colony Group LLC Boston, MA1.44MShares$244 Million2.62% of portfolio
- 
    
      Tolleson Wealth Management, Inc. Dallas, TX568KShares$96.1 Million16.68% of portfolio
- 
    
      Sfmg, LLC519KShares$87.8 Million6.51% of portfolio
- 
    
      Private Advisor Group, LLC411KShares$69.5 Million0.38% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC395KShares$66.8 Million0.0% of portfolio