Ep Wealth Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,339 shares of SLYG stock, worth $199,142. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,339
Previous 3,103 24.62%
Holding current value
$199,142
Previous $259,000 21.24%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$80.09 - $87.23 $61,188 - $66,643
-764 Reduced 24.62%
2,339 $204,000
Q4 2023

Feb 28, 2024
BUY
$68.97 - $85.01 $58,348 - $71,918
846 Added 37.48%
3,103 $259,000
Q3 2023

Nov 22, 2023
BUY
$72.54 - $80.81 $163,722 - $182,388
2,257 New
2,257 $165,000
Q4 2022

Jun 12, 2023
BUY
$71.3 - $78.35 $251,475 - $276,340
3,527 New
3,527 $254,000
Q2 2022

Aug 11, 2022
BUY
N/A
63 Added 1.47%
4,348 $307,000
Q1 2022

May 20, 2022
BUY
N/A
26 Added 0.61%
4,285 $359,000
Q4 2021

Feb 17, 2022
BUY
N/A
11 Added 0.26%
4,259 $395,000
Q3 2021

Nov 23, 2021
SELL
N/A
-10,120 Reduced 70.43%
4,248 $370,000
Q3 2021

Nov 16, 2021
BUY
N/A
9,868 Added 219.29%
14,368 $370,000
Q1 2021

May 17, 2021
BUY
N/A
2,770 Added 160.12%
4,500 $386,000
Q4 2020

Feb 18, 2021
BUY
N/A
1,730 New
1,730 $132,000
Q2 2019

Aug 27, 2019
SELL
N/A
-5,354 Closed
0 $0
Q1 2019

May 20, 2019
BUY
N/A
1,544 Added 40.52%
5,354 $320,000
Q3 2018

Nov 15, 2018
BUY
N/A
3,810 New
3,810 $257,000

Others Institutions Holding SLYG

# of Institutions
463
Shares Held
25.8M
Call Options Held
2K
Put Options Held
1K
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

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