Ep Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E 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 Value E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,571 shares of SLYV stock, worth $121,328. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,571
Previous 1,956 19.68%
Holding current value
$121,328
Previous $162,000 19.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
SELL
$77.43 - $82.98 $29,810 - $31,947
-385 Reduced 19.68%
1,571 $130,000
Q4 2023

Feb 28, 2024
SELL
$66.67 - $84.55 $200 - $253
-3 Reduced 0.15%
1,956 $162,000
Q3 2023

Nov 22, 2023
BUY
$71.19 - $81.84 $139,461 - $160,324
1,959 New
1,959 $141,000
Q4 2022

Jun 12, 2023
BUY
$72.68 - $79.8 $188,749 - $207,240
2,597 New
2,597 $192,000
Q2 2022

Aug 11, 2022
SELL
N/A
-361 Reduced 5.61%
6,073 $440,000
Q1 2022

May 20, 2022
BUY
N/A
442 Added 7.38%
6,434 $536,000
Q4 2021

Feb 17, 2022
BUY
N/A
53 Added 0.89%
5,992 $508,000
Q3 2021

Nov 23, 2021
SELL
N/A
-3,501 Reduced 37.09%
5,939 $487,000
Q3 2021

Nov 16, 2021
BUY
N/A
3,514 Added 59.3%
9,440 $487,000
Q2 2021

Aug 24, 2021
SELL
N/A
-407 Reduced 6.43%
5,926 $508,000
Q1 2021

May 17, 2021
SELL
N/A
-13,398 Reduced 67.9%
6,333 $519,000
Q4 2020

Feb 18, 2021
SELL
N/A
-629 Reduced 3.09%
19,731 $1.31 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-4,660 Reduced 18.63%
20,360 $1.02 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-5,880 Reduced 19.03%
25,020 $1.23 Million
Q1 2020

May 18, 2020
BUY
N/A
20,999 Added 212.09%
30,900 $1.26 Million
Q4 2019

Feb 14, 2020
BUY
N/A
9,901 New
9,901 $651,000
Q2 2019

Aug 27, 2019
SELL
N/A
-4,609 Closed
0 $0
Q1 2019

May 20, 2019
SELL
N/A
-1,300 Reduced 22.0%
4,609 $278,000
Q4 2018

Feb 19, 2019
BUY
N/A
2,185 Added 58.67%
5,909 $318,000
Q3 2018

Nov 15, 2018
BUY
N/A
3,724 New
3,724 $254,000

Others Institutions Holding SLYV

# of Institutions
561
Shares Held
31.2M
Call Options Held
5.5K
Put Options Held
100
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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