Ep Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$25.67 - $27.71 $5,673 - $6,123	221 Added 4.22%	5,458 $144,000
Q1 2022 May 20, 2022	BUY	$27.54 - $29.46 $144,226 - $154,282	5,237 New	5,237 $146,000
Q4 2021 Feb 17, 2022	SELL	$29.5 - $29.98 $236,678 - $240,529	-8,023 Closed	0 $0
Q3 2021 Nov 23, 2021	SELL	$29.83 - $30.33 $1.99 Million - $2.02 Million	-66,698 Reduced 89.26%	8,023 $239,000
Q3 2021 Nov 16, 2021	BUY	$29.83 - $30.33 $1.94 Million - $1.98 Million	65,135 Added 679.48%	74,721 $239,000
Q2 2021 Aug 24, 2021	BUY	$29.63 - $30.01 $284,033 - $287,675	9,586 New	9,586 $288,000
Q4 2018 Feb 19, 2019	SELL	N/A	-7,465 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	7,465 New	7,465 $207,000

Others Institutions Holding SPAB

# of Institutions

492

Shares Held

260M

Call Options Held

800

Put Options Held

0

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