Ep Wealth Advisors, LLC Global X Fdsnasdaq 100 Covered Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,647 shares of QYLD stock, worth $516,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,647
Previous 18,772 57.93%
Holding current value
$516,747
Previous $312,000 58.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$14.97 - $16.79 $162,798 - $182,591
10,875 Added 57.93%
29,647 $495,000
Q1 2025

May 15, 2025
BUY
$16.57 - $18.85 $6,014 - $6,842
363 Added 1.97%
18,772 $312,000
Q4 2024

Feb 13, 2025
BUY
$17.93 - $18.8 $43,498 - $45,608
2,426 Added 15.18%
18,409 $335,000
Q3 2024

Nov 14, 2024
SELL
$16.42 - $18.12 $40,820 - $45,046
-2,486 Reduced 13.46%
15,983 $288,000
Q2 2024

Aug 19, 2024
BUY
$17.22 - $18.04 $318,036 - $333,180
18,469 New
18,469 $326,000

Others Institutions Holding QYLD

# of Institutions
467
Shares Held
114M
Call Options Held
158K
Put Options Held
179K
View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

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